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The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
Ty Archibald, Analyst in Alphinity's Global Equities team, reflects on a recent research trip to Silicon Valley, sharing insights from meetings with leading technology companies and the Goldman Sac...
Energy inflation is no longer just a crude oil story. Crude oil prices have been volatile and elevated since the onset of the Middle East conflict, raising concerns that higher oil prices could kee...
The new investment case for global power, security and affordability. The phrase “energy transition” has served as a useful political and cultural shorthand, but it has become a misleading framewor...
Explore why the Japanese yen and other Asian currencies could strengthen as inflation risks, policy shifts, and reduced carry trades weigh on the US dollar.
The global economy continues to demonstrate resilience despite a backdrop of heightened policy uncertainty, geopolitical tensions, and evolving central bank dynamics.
After the pandemic, the world’s central banks were subject to a series of unfortunate events: supply chain disruption, a war in Ukraine, profit-led inflation, tariffs, and a war in the Gulf. These...
Financial market coverage by the UBS CIO House View. The US Federal Open Market Committee votes on interest rates Wednesday and is widely expected to raise the federal funds rate by 25 basis points...
Sticky inflation and high debt loads are turning sovereign paper into a source of portfolio risk.
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