UBS Asset Management

Daily: Measured Fed tightening should not derail markets
  • 28 Oct 2026

Financial market coverage by the UBS CIO House View. The Fed is likely to tighten policy further in the coming months despite an expected hold today.

The Fed - mime versus meme
  • 28 Oct 2026

Markets are expecting no change in US monetary policy today. Federal Reserve Chair Warsh's communication style does not lend itself to offering clarity as to the policy outlook, either.

Daily: Diversify beyond the AI rally
  • 27 Oct 2026

Financial market coverage by the UBS CIO House View. US equities rose on Monday amid a tech-led rally, with the Philadelphia Semiconductor Index gaining 2.8% and the Nasdaq up 0.8%.

Policy, promises, and affordability
  • 27 Oct 2026

Markets may be becalmed in anticipation of tomorrow's US monetary policy decision. However, the meeting is expected to leave interest rates unchanged and investors are skeptical that Federal Reserv...

Daily: The case for bonds beyond peak yields
  • 26 Oct 2026

Financial market coverage by the UBS CIO House View. The combination of diversification, income, and potential price appreciation offered by quality bonds means fixed income remains attractive desp...

Optimism, of a sort
  • 26 Oct 2026

Markets' optimism bias has been given some life by news that Iran and Saudi Arabia are to hold talks, with Pakistan and Turkey mediating. Oil prices have dropped a little on the news.