UBS is out with its Year Ahead report for 2025, which looks at trends currently shaping global markets and investment strategies. As you'll read, the bank really likes AI and adjacent investment opportunities, suggesting it may be "one of the most influential innovations of the century."
The bank also has lots of thoughts on various scenarios for global growth vs. a hard landing, largely based on the level of tariffs imposed by Donald Trump on various countries (targeted = good, blanket = bad), and the reaction to them.
