UBS Trending

US housing markets are shifting fast. Angel Oak Capital breaks down the latest data, from home prices to mortgage rates and supply trends. Are we headed for a slowdown—or is resilience stronger than expected?

Markets are shifting under the weight of new risks and opportunities. Julia Hermann with New York Life explores what’s driving volatility—and how investors can adapt as the macro landscape evolves.

Volatility is back in municipal bonds. PIMCO’s David Hammer joins us to drive us through the trending headlines. Are munis a safe haven or a risk for investors in 2026?

The headlines say AI is coming for software jobs and companies—but some people aren’t buying it. Are small-cap software firms at risk, or are they driving the next wave of innovation?

Markets have been on the move—volatility, shifting Fed expectations, and big moves in fixed income. As we wrap up the first quarter, what drove performance, and how should investors position for what's coming next?

The UBS Chief Investment Office Americas believes that investors should maintain a long-term focus, stay invested in broad equity indices, and use periods of volatility to build more diversified portfolios including across Transformational Innovation Opportunities.

It’s time to diversify concentrated positions—new sectors, global opportunities, and Main Street policies are driving the next wave of growth.

The Chief Investment Office at UBS believes both U.S. and global equities are attractive right now. But more importantly, it’s time to broaden your portfolio.

UBS CIO discusses how shifting policy, potential market bubbles, and midterm elections could shape the 2026 outlook for business owners and investors.

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—should investors watch out for?