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After a period of underperformance, fixed income has staged a remarkable comeback—regaining more than half of losses since early April. What’s behind this sharp reversal, and is it the start of a lasting trend or just a temporary bounce?

We are almost a month out post ‘Liberation Day.’ As we pass the 100 days of the second Trump administration, C-suite leaders and investors seem to be even more uncertain about the direction of policy and the economy than ever before.

Just about everyone is in shock and tried to digest this regime change at the IMF World Bank meeting last week. Views were all over the place, and Alejo Czerwonko, UBS’s CIO Emerging Markets was there on the front lines to capture it all.

In this episode, Sandy Kaul, Head of Innovation at Franklin Templeton, discusses AI and its relationship to client portfolios. What happens when they merge and what impact will that have on the role of the financial advisor?

The market's verdict so far has been harsh. Two critical questions emerge: Will they trigger a recession? And can the Federal Reserve respond effectively if inflation remains elevated?

Bear market headlines are back in the spotlight following the latest tariff developments. While bear markets can be painful for investors with the S&P 500 declining, forward returns have historically been strong after a bear market. Find our latest insights on ubs.com/potus47.

With US tariffs surging from 2.5% to 25%, global trade and investment flows face a historic restructuring. Through an Emerging Markets lens, how are these times affecting places around the world?

The word 'uncertainty' appeared 16 times in the Fed Chair's latest press conference - a fitting soundtrack for today's economic landscape. Will the Fed pivot or will they stick to their path to rate cuts?

AI, climate adaptation, and supply chain security aren't just buzzwords - they're reshaping how capital flows across borders and sectors. Why waiting for perfect clarity might mean missing the opportunity?

April 2nd marks a key date for global trade policy. As nations prepare for new potential tariff measures, financial markets continue to adjust. How could these developments impact different sectors and investment strategies?