A new Fed era and the stakes ahead
UBS Trending dives into a volatile 2026 outlook as the Fed nominates a new chair, rates hold steady, yields break higher, and MBS momentum collides with shifting policy. What risks—and opportunities—s...
17 Feb 13min
The fine line between oil and geopolitics
Jay Dobson from the UBS Chief Investment Office breaks down what’s really driving today’s oil and energy markets. The conversation also looks at investor implications, including the CIO’s Neutral view...
13 Feb 12min
UBS Trending Extra: A pivotal year for sustainability
2025 brought major milestones—record policy shifts, booming AI and renewables, and sustainable investing topping $3.7tr. AI, renewables, and shifting climate policies create opportunities but intentio...
12 Feb 2min
Balancing opportunities in industrials for 2026
The industrial sector is now powering AI data centers, advancing automation, and driving aviation innovation. Explore how industrials are overcoming economic headwinds and why a balanced approach offe...
11 Feb 1min
US economy: A tale of resilience
How resilient is the US economy heading into 2026? With household debt near multi-year lows and equity markets near record highs, what does this mean for investors and what are the takeaways for makin...
2 Dec 202510min
Emerging Market 2026 expectations
As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons ha...
28 Nov 202510min
Housing market in motion
The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here?
26 Nov 202513min
Fixed income outlook
With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?
24 Nov 202511min
