UBS: Wealthy US investors grow more optimistic about economy ahead of midterms
UBS•UBS's October 14, 2026, Investor Watch report found that economic optimism among wealthy US investors rose to 64% from 55% in 2024. Political views influence investment decisions for 88% of investors, and 91% of them are considering portfolio changes before the midterms.
1. Investor confidence rises
The report found that 64% of wealthy US investors were optimistic about the economy, up from 55% in 2024. Among business owners, 87% were highly optimistic about their companies’ outlook, compared with 74% two years earlier.
2. Election shapes decisions
Political views influence investment decisions for 88% of investors; among them, 91% are considering portfolio changes before the election, including sector allocation adjustments or hedges. Election-related risks concern 63% of business owners about their exit strategy, while 31% expect to sell, transfer or exit within five years.
