Monocle Radio: The Bulletin with UBS https://monocle.com/radio/shows/the-bulletin-with-ubs Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues. http://blogs.law.harvard.edu/tech/rss en © 2024 Monocle Thu, 28 Mar 2024 17:15:00 GMT https://img.monocle.com/radio/shows/the-bulletin_tile-6426f981110be.jpg Monocle Radio: The Bulletin with UBS https://monocle.com/radio/shows/the-bulletin-with-ubs Monocle Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues. Monocle, Music, Monocle Magazine, Tyler Brûlé, Culture, Current Affairs, Design, Business no Winkontent Ltd. 759286 info@monocle.com no UBS Global Consumer & Retail Conference https://monocle.com/radio/shows/the-bulletin-with-ubs/494/ Reflections from the UBS Global Consumer & Retail Conference that took place last week in New York. We invite three UBS experts, including US Hardline/Broadline and Food Retail Analyst Michael Lasser, to share their insights into the key narratives that emerged both from the main sessions and on the margins. Mon, 25 Mar 2024 00:00:00 GMT f398cfa4-d19a-40ba-9c92-b13b012391e6 Monocle Radio Reflections from the UBS Global Consumer & Retail Conference that took place last week in New York. We invite three UBS experts, including US Hardline/Broadline and Food Retail Analyst Michael Lasser, to share their insights into the key narratives that emerged both from the main sessions and on the margins. no 00:23:07 The Art Basel & UBS Global Art Market Report 2024 https://monocle.com/radio/shows/the-bulletin-with-ubs/493/ The eighth annual Art Basel & UBS Global Art Market Report, authored by renowned cultural economist Clare McAndrew, once again provides a comprehensive, macroeconomic analysis of the state of the global art market in the preceding 12 months. We discuss the findings with McAndrew, Art Basel CEO Noah Horowitz and UBS Global Wealth Management chief economist Paul Donovan. Mon, 18 Mar 2024 00:00:00 GMT e060043c-97ac-43e6-ba50-b13400b26c9f Monocle Radio The eighth annual Art Basel & UBS Global Art Market Report, authored by renowned cultural economist Clare McAndrew, once again provides a comprehensive, macroeconomic analysis of the state of the global art market in the preceding 12 months. We discuss the findings with McAndrew, Art Basel CEO Noah Horowitz and UBS Global Wealth Management chief economist Paul Donovan. no 00:26:10 International Women’s Day special https://monocle.com/radio/shows/the-bulletin-with-ubs/492/ We mark International Women’s Day by taking a deeper dive into a report from the Chief Investment Office (CIO) of UBS Global Wealth Management, which explores how women can realise their lifetime investment goals. With Marianna Mamou, head of advice beyond investing in the UBS CIO. Mon, 11 Mar 2024 00:00:00 GMT 6398db12-ba32-4921-ae2d-b12d01040054 Monocle Radio We mark International Women’s Day by taking a deeper dive into a report from the Chief Investment Office (CIO) of UBS Global Wealth Management, which explores how women can realise their lifetime investment goals. With Marianna Mamou, head of advice beyond investing in the UBS CIO. no 00:16:56 The UBS Financial Services Conference https://monocle.com/radio/shows/the-bulletin-with-ubs/491/ Takeaways from the 2024 edition, which took place in Key Biscayne, Florida, last week, featuring key industry figures discussing the state of the sector, the dynamics of the year so far and the direction of travel. We get a summary of the event from Brennan Hawken, who covers capital markets in the equity research department at UBS, and Erika Najarian, who heads large cap bank research. Mon, 4 Mar 2024 00:00:00 GMT b430f7c2-039b-4f24-906d-b128010891d4 Monocle Radio Takeaways from the 2024 edition, which took place in Key Biscayne, Florida, last week, featuring key industry figures discussing the state of the sector, the dynamics of the year so far and the direction of travel. We get a summary of the event from Brennan Hawken, who covers capital markets in the equity research department at UBS, and Erika Najarian, who heads large cap bank research. no 00:17:57 ElectionWatch: implications of a potential rematch https://monocle.com/radio/shows/the-bulletin-with-ubs/490/ We kick off our coverage of the UBS Global Wealth Management Chief Investment Office ‘ElectionWatch’ series. These reports take the US investment temperature in the build-up to November’s presidential election. The edition published earlier this month and authored by our guest, Tom McLoughlin, managing director and head of fixed income and municipal securities for UBS, is titled, ‘Implications of a potential rematch’. Mon, 26 Feb 2024 00:00:00 GMT dc47bfcf-a8c4-417b-84b1-b12000ab394d Monocle Radio We kick off our coverage of the UBS Global Wealth Management Chief Investment Office ‘ElectionWatch’ series. These reports take the US investment temperature in the build-up to November’s presidential election. The edition published earlier this month and authored by our guest, Tom McLoughlin, managing director and head of fixed income and municipal securities for UBS, is titled, ‘Implications of a potential rematch’. no 00:16:28 A milestone for the S&P 500 https://monocle.com/radio/shows/the-bulletin-with-ubs/489/ The S&P 500 closed above 5,000 for the first time last week, having risen almost 5.5 per cent this year. This follows a more than 24 per cent rally for the benchmark US index in 2023 and means that it has doubled since the pandemic-induced low of March 2020. Kiran Ganesh of UBS explains what this means for investors and discusses the potential effect of the ongoing US general-election campaign. Mon, 19 Feb 2024 00:00:00 GMT 49990a65-1d27-4fd8-8577-b1180127c8da Monocle Radio The S&P 500 closed above 5,000 for the first time last week, having risen almost 5.5 per cent this year. This follows a more than 24 per cent rally for the benchmark US index in 2023 and means that it has doubled since the pandemic-induced low of March 2020. Kiran Ganesh of UBS explains what this means for investors and discusses the potential effect of the ongoing US general-election campaign. no 00:14:19 The danger of round numbers https://monocle.com/radio/shows/the-bulletin-with-ubs/488/ UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss his blog, The Danger in Round Numbers, and explains why rounding up prices can have an effect that goes beyond people’s pocket books. Mon, 12 Feb 2024 00:00:00 GMT 53a48e79-7064-4e58-ab95-b11200b62b17 Monocle Radio UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss his blog, The Danger in Round Numbers, and explains why rounding up prices can have an effect that goes beyond people’s pocket books. no 00:10:45 Solving the biodiversity challenge: part 2 https://monocle.com/radio/shows/the-bulletin-with-ubs/487/ Katharine Hayhoe is chief scientist at The Nature Conservancy and a member of the UBS Sustainability and Impact Institute Forum. In this follow-up to our earlier coverage of the Institute’s white paper published at the World Economic Forum, Hayhoe discusses nature-based solutions to climate and biodiversity crises. She explains how the world must invest in and work with nature to address these challenges for the sake of current and future generations.  Mon, 5 Feb 2024 00:00:00 GMT 8d12b1db-803f-4986-85a3-b10b00be469d Monocle Radio Katharine Hayhoe is chief scientist at The Nature Conservancy and a member of the UBS Sustainability and Impact Institute Forum. In this follow-up to our earlier coverage of the Institute’s white paper published at the World Economic Forum, Hayhoe discusses nature-based solutions to climate and biodiversity crises. She explains how the world must invest in and work with nature to address these challenges for the sake of current and future generations.  no 00:17:41 Closing the education disadvantage gap https://monocle.com/radio/shows/the-bulletin-with-ubs/486/ A special edition of the programme explores how to close the education disadvantage gap in the UK. The system fails many young people, with the gap in outcomes between richest and poorest deeply entrenched and even widening in certain regions. Joining us to explain how they’re addressing the challenge, and why collaboration is critical in driving enduring change, are five very special guests: Steve Rotheram, metro mayor of the Liverpool City Region; Sarah Payne, UK head of social impact and philanthropy at UBS; Graeme Duncan, CEO of Right to Succeed; Justine Molyneaux, CEO of Involve Northwest; and Steve Morgan, founder of housebuilder Redrow, philanthropist and chair of his eponymous foundation. Mon, 29 Jan 2024 00:00:00 GMT 8c02915e-32c1-4b2c-a427-b1030102b636 Monocle Radio A special edition of the programme explores how to close the education disadvantage gap in the UK. The system fails many young people, with the gap in outcomes between richest and poorest deeply entrenched and even widening in certain regions. Joining us to explain how they’re addressing the challenge, and why collaboration is critical in driving enduring change, are five very special guests: Steve Rotheram, metro mayor of the Liverpool City Region; Sarah Payne, UK head of social impact and philanthropy at UBS; Graeme Duncan, CEO of Right to Succeed; Justine Molyneaux, CEO of Involve Northwest; and Steve Morgan, founder of housebuilder Redrow, philanthropist and chair of his eponymous foundation. no 00:43:26 ‘Bloom or Bust’: solving the biodiversity challenge https://monocle.com/radio/shows/the-bulletin-with-ubs/485/ We examine a white paper published by the UBS Sustainability and Impact Institute at the World Economic Forum Annual Meeting at Davos. ‘Bloom or Bust: Aligning Technology and Finance to Address Biodiversity Challenges’ sets out the key problems that we face, explores the efficacy of existing solutions and considers the role that a combination of finance, government action and deep partnerships can play in aiding nature’s recovery. Featuring William Nicolle of UBS and Leland Werden of ETH Zürich. Mon, 22 Jan 2024 00:00:00 GMT dc29ea2f-e2bc-4c28-8899-b0fc011befcd Monocle Radio We examine a white paper published by the UBS Sustainability and Impact Institute at the World Economic Forum Annual Meeting at Davos. ‘Bloom or Bust: Aligning Technology and Finance to Address Biodiversity Challenges’ sets out the key problems that we face, explores the efficacy of existing solutions and considers the role that a combination of finance, government action and deep partnerships can play in aiding nature’s recovery. Featuring William Nicolle of UBS and Leland Werden of ETH Zürich. no 00:23:29 What’s ahead for crypto in 2024? https://monocle.com/radio/shows/the-bulletin-with-ubs/484/ After a strong rebound in 2023 that saw top coins increase in value by high-double to triple-digit percentages, what lies ahead for crypto assets? Michael Bolliger and Antoinette Zuidweg from the UBS Global Wealth Management Chief Investment Office tell us why the new year might bring further opportunities for trading-oriented investors who believe that they can time crypto assets – and why they remain unconvinced, for now, by disruptive real-world use-cases.  Mon, 15 Jan 2024 00:00:00 GMT adb2bd76-05a2-4bcf-bbb2-b0f600b4b338 Monocle Radio After a strong rebound in 2023 that saw top coins increase in value by high-double to triple-digit percentages, what lies ahead for crypto assets? Michael Bolliger and Antoinette Zuidweg from the UBS Global Wealth Management Chief Investment Office tell us why the new year might bring further opportunities for trading-oriented investors who believe that they can time crypto assets – and why they remain unconvinced, for now, by disruptive real-world use-cases.  no 00:19:57 Looking ahead part two: the next decade https://monocle.com/radio/shows/the-bulletin-with-ubs/483/ Concluding our two-part series in which we discuss 2024 and beyond, we consider the themes set to define the next decade, with insights and observations from Paul Donovan, Kiran Ganesh, Antoinette Zuidweg and Tony Petrov. Mon, 8 Jan 2024 00:00:00 GMT 1273a007-f8e4-43a4-bf66-b0ee00cbd63c Monocle Radio Concluding our two-part series in which we discuss 2024 and beyond, we consider the themes set to define the next decade, with insights and observations from Paul Donovan, Kiran Ganesh, Antoinette Zuidweg and Tony Petrov. no 00:12:58 Looking ahead part one: the next 12 months https://monocle.com/radio/shows/the-bulletin-with-ubs/482/ Kicking off a special two-part edition in which we look ahead at 2024 before expanding our horizons and considering the themes that might define the next decade. Featuring insights and observations from Paul Donovan, Kiran Ganesh, Dominic Schnider, Antoinette Zuidweg and Tony Petrov. Mon, 1 Jan 2024 00:00:00 GMT cea0a4b7-9ad7-4ae9-ab1f-b0e200e9468d Monocle Radio Kicking off a special two-part edition in which we look ahead at 2024 before expanding our horizons and considering the themes that might define the next decade. Featuring insights and observations from Paul Donovan, Kiran Ganesh, Dominic Schnider, Antoinette Zuidweg and Tony Petrov. no 00:27:40 UBS Philanthropy Compass https://monocle.com/radio/shows/the-bulletin-with-ubs/481/ With the season of giving in full swing, we take a timely look at the space with UBS Head of Social Impact & Philanthropy, Tom Hall. Tom explains what exactly his team means by “making an impact” and how collaboration amplifies successful outcomes. Mon, 25 Dec 2023 00:00:00 GMT 26182718-0792-4638-a0ab-b0e200e2a0c4 Monocle Radio With the season of giving in full swing, we take a timely look at the space with UBS Head of Social Impact & Philanthropy, Tom Hall. Tom explains what exactly his team means by “making an impact” and how collaboration amplifies successful outcomes. no 00:18:29 UBS Billionaire Ambitions Report 2023 https://monocle.com/radio/shows/the-bulletin-with-ubs/480/ The UBS Billionaire Ambitions Report 2023 is subtitled: “Changing of the guard: The coming era of wealth succession and the drive for greater purpose”.  Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the show to discuss the findings, including the fact that – for the first time in nine editions of the report – billionaires have accumulated more wealth through inheritance than entrepreneurship. Kunkel explains how a new cohort of multigenerational families is taking shape, how this generation has its own views on legacy and ambition – and why this requires increasingly sophisticated solutions for succession planning and defining common values.  Mon, 18 Dec 2023 00:00:00 GMT 56116ea7-efa8-4fa6-8e33-b0db00ab76db Monocle Radio The UBS Billionaire Ambitions Report 2023 is subtitled: “Changing of the guard: The coming era of wealth succession and the drive for greater purpose”.  Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the show to discuss the findings, including the fact that – for the first time in nine editions of the report – billionaires have accumulated more wealth through inheritance than entrepreneurship. Kunkel explains how a new cohort of multigenerational families is taking shape, how this generation has its own views on legacy and ambition – and why this requires increasingly sophisticated solutions for succession planning and defining common values.  no 00:13:38 UBS European Conference review part three: economic equality https://monocle.com/radio/shows/the-bulletin-with-ubs/479/ The last in a short series of programmes discussing some of the key panels and themes from the 2023 UBS European Conference. Beatriz Martin, head of non-core and legacy at UBS, joins us to reflect on her conversation with Cherie Blair in London. Up for discussion were women’s economic equality, the importance of mentorship and the issues facing female entrepreneurs today. Mon, 11 Dec 2023 00:00:00 GMT 4c75d936-3692-417c-b9f8-b0d2011abc4f Monocle Radio The last in a short series of programmes discussing some of the key panels and themes from the 2023 UBS European Conference. Beatriz Martin, head of non-core and legacy at UBS, joins us to reflect on her conversation with Cherie Blair in London. Up for discussion were women’s economic equality, the importance of mentorship and the issues facing female entrepreneurs today. no 00:17:29 UBS European Conference review part two: equity markets https://monocle.com/radio/shows/the-bulletin-with-ubs/478/ The latest in our series of programmes unpacking some of the key panels and themes from the 2023 edition of the UBS European Conference. This week we turn to equity markets and hear from James Arnold, global co-head of strategic insights and advisory, and Gareth McCartney, global co-head of equity capital markets. Up for discussion: have we reached a turning point for UK capital markets? Mon, 4 Dec 2023 00:00:00 GMT 41a08ebb-28b6-4a41-84ba-b0cb00c842fe Monocle Radio The latest in our series of programmes unpacking some of the key panels and themes from the 2023 edition of the UBS European Conference. This week we turn to equity markets and hear from James Arnold, global co-head of strategic insights and advisory, and Gareth McCartney, global co-head of equity capital markets. Up for discussion: have we reached a turning point for UK capital markets? no 00:16:11 Focus on China https://monocle.com/radio/shows/the-bulletin-with-ubs/477/ What are the compelling opportunities that remain at the end of China’s multi-decade period of high growth? We focus on the country and explore its importance to investors – and to the world – through the prism of UBS’s ‘Panorama’ publication. UBS Asset Management’s head of investments, Barry Gill, and head of sustainable investing, Lucy Thomas, are here to remind us why China is so important and to address some of the main misconceptions about the country.  Mon, 27 Nov 2023 00:00:00 GMT 42517edb-a2ee-4c48-ab4a-b0c40126eb87 Monocle Radio What are the compelling opportunities that remain at the end of China’s multi-decade period of high growth? We focus on the country and explore its importance to investors – and to the world – through the prism of UBS’s ‘Panorama’ publication. UBS Asset Management’s head of investments, Barry Gill, and head of sustainable investing, Lucy Thomas, are here to remind us why China is so important and to address some of the main misconceptions about the country.  no 00:21:58 UBS European Conference review part one: US and European outlook https://monocle.com/radio/shows/the-bulletin-with-ubs/476/ The first in an occasional series exploring some of the key panels and themes from the 2023 edition. Ahead of programmes focused on equity markets and gender equality, we begin with the outlook for the US courtesy of UBS chief US economist Jonathan Pingle. Plus: we take the temperature on the other side of the Atlantic with UBS European economist Anna Titareva. Mon, 20 Nov 2023 00:00:00 GMT 4c473f0e-e7d2-4bae-ad37-b0bd00ba9e6a Monocle Radio The first in an occasional series exploring some of the key panels and themes from the 2023 edition. Ahead of programmes focused on equity markets and gender equality, we begin with the outlook for the US courtesy of UBS chief US economist Jonathan Pingle. Plus: we take the temperature on the other side of the Atlantic with UBS European economist Anna Titareva. no 00:19:33 Another “Roaring Twenties” for the US? https://monocle.com/radio/shows/the-bulletin-with-ubs/475/ We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here to explain why the macro picture is so unusual and what the secular trends are that will shape the supply side for good (and bad) this decade. Mon, 13 Nov 2023 00:00:00 GMT 07952a95-8407-4e4c-ac2d-b0b601386b26 Monocle Radio We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here to explain why the macro picture is so unusual and what the secular trends are that will shape the supply side for good (and bad) this decade. no 00:15:05 The Art Basel & UBS Survey of Global Collecting 2023 https://monocle.com/radio/shows/the-bulletin-with-ubs/474/ Insights into the behaviours and attitudes of high-net-worth art collectors around the world. Discover why there was a greater engagement with research-based acquisitions and why these collectors are optimistic about the market in 2024. Featuring report author and renowned cultural economist Clare McAndrew and UBS chief economist Paul Donovan. Mon, 6 Nov 2023 00:00:00 GMT b9dc2599-8da9-47ad-88a7-b0af011b224b Monocle Radio Insights into the behaviours and attitudes of high-net-worth art collectors around the world. Discover why there was a greater engagement with research-based acquisitions and why these collectors are optimistic about the market in 2024. Featuring report author and renowned cultural economist Clare McAndrew and UBS chief economist Paul Donovan. no 00:17:08 From the archive: Daniel Kahneman https://monocle.com/radio/shows/the-bulletin-with-ubs/473/ Another chance to hear this special episode featuring the brilliant Daniel Kahneman. To address the big questions that shape our world, UBS has sought out a number of economic science Nobel laureates and asked them to share insights, discuss their research and open their inquiring minds. Kahneman won in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. Here he discusses his 2021 book ‘Noise: A Flaw in Human Judgement’ and explains how such randomness infiltrates different parts of society. Mon, 30 Oct 2023 00:00:00 GMT 76059bda-ac3e-4b6b-baf4-b0a800988681 Monocle Radio Another chance to hear this special episode featuring the brilliant Daniel Kahneman. To address the big questions that shape our world, UBS has sought out a number of economic science Nobel laureates and asked them to share insights, discuss their research and open their inquiring minds. Kahneman won in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. Here he discusses his 2021 book ‘Noise: A Flaw in Human Judgement’ and explains how such randomness infiltrates different parts of society. no 00:18:47 Can natural capital accounting help to meet biodiversity goals? https://monocle.com/radio/shows/the-bulletin-with-ubs/472/ William Nicolle from the UBS Sustainability & Impact Institute explains how this economic approach could help to address the urgent challenge of global biodiversity loss. With biodiversity diminishing at an alarming pace, it’s clear that the world needs new tools to sustainably manage environmental resources for the long term. Can NCA offer the solution? Mon, 23 Oct 2023 00:00:00 GMT 127ea21f-fe5d-444a-ac12-b0a100f77005 Monocle Radio William Nicolle from the UBS Sustainability & Impact Institute explains how this economic approach could help to address the urgent challenge of global biodiversity loss. With biodiversity diminishing at an alarming pace, it’s clear that the world needs new tools to sustainably manage environmental resources for the long term. Can NCA offer the solution? no 00:15:50 Global Visionaries special: Financing Alliance for Health https://monocle.com/radio/shows/the-bulletin-with-ubs/471/  Angela Gichaga is the CEO of the Financing Alliance for Health and one of the inspirational innovators that UBS supports and celebrates through its Global Visionaries programme. Angela is joined at Monocle’s HQ in Zürich by Tom Hall, Global Head of Social Impact & Philanthropy at UBS, to discuss the critical importance of strengthening, scaling and sustaining community health systems. Mon, 16 Oct 2023 00:00:00 GMT c7b4a6a0-401b-4fd0-994f-b09c00f4f008 Monocle Radio  Angela Gichaga is the CEO of the Financing Alliance for Health and one of the inspirational innovators that UBS supports and celebrates through its Global Visionaries programme. Angela is joined at Monocle’s HQ in Zürich by Tom Hall, Global Head of Social Impact & Philanthropy at UBS, to discuss the critical importance of strengthening, scaling and sustaining community health systems. no 00:26:09 Electric vehicles: Q-Series teardown of the BYD Seal https://monocle.com/radio/shows/the-bulletin-with-ubs/470/ UBS Q-Series research connects the dots across asset classes, geographies and sectors. Today we hear from the analysts behind UBS Evidence Lab’s newest teardown of the electric car. In this most recent iteration, the EV in the frame is the latest mass-market effort from China’s number-one car maker, the BYD Seal. With Patrick Hummel and François-Xavier Bovignies. Mon, 9 Oct 2023 00:00:00 GMT b0767a66-03fb-4888-9248-b09400e002ff Monocle Radio UBS Q-Series research connects the dots across asset classes, geographies and sectors. Today we hear from the analysts behind UBS Evidence Lab’s newest teardown of the electric car. In this most recent iteration, the EV in the frame is the latest mass-market effort from China’s number-one car maker, the BYD Seal. With Patrick Hummel and François-Xavier Bovignies. no 00:28:04 ‘Rethink, Rebuild, Reimagine’ https://monocle.com/radio/shows/the-bulletin-with-ubs/469/ A special edition of the programme exploring ‘Rethink, Rebuild, Reimagine: The Untapped Opportunity and Overlooked Risk in Buildings and Structures’, a new white paper from the UBS Sustainability and Impact Institute. Two of its co-authors, the UBS ESG analysts William Nicolle and Richard Mylles, join us to explain what rethinking, rebuilding and reimagining buildings and structures can – and must – look like to best balance urban growth and sustainability. Mon, 2 Oct 2023 00:00:00 GMT 7e5c32dd-eb68-4bcd-90a0-b08c0109bebe Monocle Radio A special edition of the programme exploring ‘Rethink, Rebuild, Reimagine: The Untapped Opportunity and Overlooked Risk in Buildings and Structures’, a new white paper from the UBS Sustainability and Impact Institute. Two of its co-authors, the UBS ESG analysts William Nicolle and Richard Mylles, join us to explain what rethinking, rebuilding and reimagining buildings and structures can – and must – look like to best balance urban growth and sustainability. no 00:20:14 ‘The UBS Global Real Estate Bubble Index 2023’ https://monocle.com/radio/shows/the-bulletin-with-ubs/468/ We discuss UBS’s annual report that assesses urban housing markets around the world and gauge the “bubble risk” in residential property markets in 25 major cities. The 2023 edition looks at the effect of the abrupt end of the low-interest-rate environment. With Matthias Holzhey, Dean Turner and Jonathan Woloshin. Mon, 25 Sep 2023 00:00:00 GMT 93a3e4c4-a89f-45ce-96e2-b08501096aff Monocle Radio We discuss UBS’s annual report that assesses urban housing markets around the world and gauge the “bubble risk” in residential property markets in 25 major cities. The 2023 edition looks at the effect of the abrupt end of the low-interest-rate environment. With Matthias Holzhey, Dean Turner and Jonathan Woloshin. no 00:20:32 European Central Banks https://monocle.com/radio/shows/the-bulletin-with-ubs/467/ We discuss the decision by the ECB to raise interest rates to an all-time high of 4 per cent. What will the impact be on the Eurozone economy? And how will the Swiss National Bank react? Dean Turner and Tom Flury explain. Mon, 18 Sep 2023 00:00:00 GMT 447f50f5-1e34-4960-accb-b07e010a6b93 Monocle Radio We discuss the decision by the ECB to raise interest rates to an all-time high of 4 per cent. What will the impact be on the Eurozone economy? And how will the Swiss National Bank react? Dean Turner and Tom Flury explain. no 00:12:28 What happens when AI takes over? https://monocle.com/radio/shows/the-bulletin-with-ubs/466/ Forget the recent hype surrounding artificial intelligence (AI) and join us for a look at the clear economic application for the new technology. Paul Donovan of UBS explains why the economics of AI are also those of disruption. Donovan also discusses the four broad areas where AI might make the greatest impact: jobs, growth, inflation and politics. Mon, 11 Sep 2023 00:00:00 GMT d772156a-44c6-404c-a3f8-b076011a021a Monocle Radio Forget the recent hype surrounding artificial intelligence (AI) and join us for a look at the clear economic application for the new technology. Paul Donovan of UBS explains why the economics of AI are also those of disruption. Donovan also discusses the four broad areas where AI might make the greatest impact: jobs, growth, inflation and politics. no 00:15:29 “Marketheimer” https://monocle.com/radio/shows/the-bulletin-with-ubs/465/ Millions of global theatre-goers have enjoyed the “Barbenheimer” cinematic experience this summer. But what happens if you apply the idea of two apparently incongruous events happening at the same time to markets as well as films? UBS’s Jason Draho joins us to explain how contradictory evidence and conflicting interpretations of data and policy moves can create “Marketheimer” events. Mon, 4 Sep 2023 00:00:00 GMT 2e989f03-a4b8-45ca-a7c9-b07001217428 Monocle Radio Millions of global theatre-goers have enjoyed the “Barbenheimer” cinematic experience this summer. But what happens if you apply the idea of two apparently incongruous events happening at the same time to markets as well as films? UBS’s Jason Draho joins us to explain how contradictory evidence and conflicting interpretations of data and policy moves can create “Marketheimer” events. no 00:15:02 Global Visionaries special: Perkins School for the Blind https://monocle.com/radio/shows/the-bulletin-with-ubs/464/ Dave Power is the president and CEO of Perkins School for the Blind, as well as one of the inspirational innovators who UBS supports and celebrates through its Global Visionaries programme. Power and his team provide world-leading education services for children and young adults who have multiple disabilities and visual impairments. He is joined at Monocle’s Zürich HQ by Tom Hall, global head of social impact and philanthropy at UBS, to discuss the transformational power of universal, lifelong learning. Mon, 28 Aug 2023 00:00:00 GMT 68263eb1-e1e8-49db-91d1-b06800a50ea0 Monocle Radio Dave Power is the president and CEO of Perkins School for the Blind, as well as one of the inspirational innovators who UBS supports and celebrates through its Global Visionaries programme. Power and his team provide world-leading education services for children and young adults who have multiple disabilities and visual impairments. He is joined at Monocle’s Zürich HQ by Tom Hall, global head of social impact and philanthropy at UBS, to discuss the transformational power of universal, lifelong learning. no 00:18:35 Global Wealth Report 2023 https://monocle.com/radio/shows/the-bulletin-with-ubs/463/ The 14th edition of the Global Wealth Report, the first launched jointly by UBS and Credit Suisse, reveals valuable insights about the state of the global economy and society, as well as the shifting meaning and potential of prosperity. Discussing the findings are Paul Donovan, chief economist in UBS Global Wealth Management; Nannette Hechler-Fayd’herbe, chief investment officer for the EMEA region and global head of economics and research at Credit Suisse; and economist, wealth researcher and report co-author Anthony Shorrocks. Mon, 21 Aug 2023 00:00:00 GMT 8e15fa98-ba90-4af0-b332-b06200fe801f Monocle Radio The 14th edition of the Global Wealth Report, the first launched jointly by UBS and Credit Suisse, reveals valuable insights about the state of the global economy and society, as well as the shifting meaning and potential of prosperity. Discussing the findings are Paul Donovan, chief economist in UBS Global Wealth Management; Nannette Hechler-Fayd’herbe, chief investment officer for the EMEA region and global head of economics and research at Credit Suisse; and economist, wealth researcher and report co-author Anthony Shorrocks. no 00:27:16 Longer Term Investments: Obesity https://monocle.com/radio/shows/the-bulletin-with-ubs/462/ There have been plenty of recent headlines about new, more efficacious weight-loss drugs to treat excess body fat. The global number of people with obesity continues to rise at pace – and shows no signs of falling for years to come. So what does this mean in terms of trends and opportunities for smart investors? Mon, 14 Aug 2023 00:00:00 GMT b1b76971-d88b-4c83-b7f8-b05b00c932cb Monocle Radio There have been plenty of recent headlines about new, more efficacious weight-loss drugs to treat excess body fat. The global number of people with obesity continues to rise at pace – and shows no signs of falling for years to come. So what does this mean in terms of trends and opportunities for smart investors? no 00:15:17 Inflation discrimination https://monocle.com/radio/shows/the-bulletin-with-ubs/461/ Paul Donovan, chief economist at UBS Global Wealth Management in London, joins the show to unpack his recent blog discussing inflation discrimination. What complications can arise when official inflation data fails to take into account different forms of price discrimination? Mon, 7 Aug 2023 00:00:00 GMT 75a738cb-d1ff-41cb-890d-b0530120478d Monocle Radio Paul Donovan, chief economist at UBS Global Wealth Management in London, joins the show to unpack his recent blog discussing inflation discrimination. What complications can arise when official inflation data fails to take into account different forms of price discrimination? no 00:10:16 Investor Watch: Plotting a successful business sale https://monocle.com/radio/shows/the-bulletin-with-ubs/460/ The latest UBS global Investor Watch report surveyed more than 500 US business owners who recently sold up or are considering doing so within the next five years. Bianca Benedetti-Fang, executive director of the UBS Business Owner Client Segment team, joins the show to discuss the report’s findings.  Mon, 31 Jul 2023 00:00:00 GMT 65b672a0-f338-4999-b86e-b04d00b2b57e Monocle Radio The latest UBS global Investor Watch report surveyed more than 500 US business owners who recently sold up or are considering doing so within the next five years. Bianca Benedetti-Fang, executive director of the UBS Business Owner Client Segment team, joins the show to discuss the report’s findings.  no 00:14:46 Corporate Pride https://monocle.com/radio/shows/the-bulletin-with-ubs/459/ Paul Donovan, chief economist of UBS Global Wealth Management in London, joins the show to unpack his recent blog discussing corporate Pride. Corporate involvement in Pride events and rallies has long attracted controversy and enthusiasm in almost equal measure but as Paul explains, there are some differences in the tone and source of criticism this year. Mon, 24 Jul 2023 00:00:00 GMT 63bd71b7-7d65-42f7-88ed-b04600f37e48 Monocle Radio Paul Donovan, chief economist of UBS Global Wealth Management in London, joins the show to unpack his recent blog discussing corporate Pride. Corporate involvement in Pride events and rallies has long attracted controversy and enthusiasm in almost equal measure but as Paul explains, there are some differences in the tone and source of criticism this year. no 00:11:09 The UBS Future-Now Conference https://monocle.com/radio/shows/the-bulletin-with-ubs/458/ The first Future-Now Conference took place in Hong Kong last month, bringing together investors, founders, UBS specialists and companies to discuss current and future trends. In this edition, we hear from the keynote delivered by renowned futurist Azeem Azhar: ‘Four key themes for the exponential age’. Azhar is creator of the acclaimed Exponential View newsletter and the best-selling author of ‘Exponential: Order and Chaos in an Age of Accelerating Technology’. Mon, 17 Jul 2023 00:00:00 GMT 12ac40d2-4994-4a9c-ae0f-b03f00989e10 Monocle Radio The first Future-Now Conference took place in Hong Kong last month, bringing together investors, founders, UBS specialists and companies to discuss current and future trends. In this edition, we hear from the keynote delivered by renowned futurist Azeem Azhar: ‘Four key themes for the exponential age’. Azhar is creator of the acclaimed Exponential View newsletter and the best-selling author of ‘Exponential: Order and Chaos in an Age of Accelerating Technology’. no 00:25:44 Global Visionaries special: Earth Security https://monocle.com/radio/shows/the-bulletin-with-ubs/457/ Earth Security founder and CEO Alejandro Litovsky is another of the inspirational thought-leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Litovsky is joined at Monocle’s headquarters in Zürich by Tom Hall, global head of social impact and philanthropy at UBS, to discuss investing through a natural-asset lens. Mon, 10 Jul 2023 00:00:00 GMT 1c146427-7968-4280-a297-b03800b7f5d5 Monocle Radio Earth Security founder and CEO Alejandro Litovsky is another of the inspirational thought-leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Litovsky is joined at Monocle’s headquarters in Zürich by Tom Hall, global head of social impact and philanthropy at UBS, to discuss investing through a natural-asset lens. no 00:29:48 The UBS Reserve Manager Survey 2023 https://monocle.com/radio/shows/the-bulletin-with-ubs/456/ The annual UBS Reserve Management Seminar and its resulting survey provide one of the most authoritative depictions of official reserve management activities. This year’s research was conducted between April and June, collecting responses from nearly 40 central banks from all regions globally. What was discussed at the conference – and what can we learn from the freshly published survey? With UBS’s Massimiliano Castelli and professor Arturo Bris. Mon, 3 Jul 2023 00:00:00 GMT 66901f5d-b4e3-446e-8557-b03100963175 Monocle Radio The annual UBS Reserve Management Seminar and its resulting survey provide one of the most authoritative depictions of official reserve management activities. This year’s research was conducted between April and June, collecting responses from nearly 40 central banks from all regions globally. What was discussed at the conference – and what can we learn from the freshly published survey? With UBS’s Massimiliano Castelli and professor Arturo Bris. no 00:21:21 Balancing act: UBS’s investment outlook https://monocle.com/radio/shows/the-bulletin-with-ubs/455/ Our panel from UBS Global Wealth Management’s chief investment office explains why we face a balancing act in the second half of the year. There’s a path for higher stocks but it is narrow: economic growth can neither be so strong as to force the US Federal Reserve into further hikes, nor be so weak as to drive fears of a recession. Our experts discuss what smart investors can do over the coming months. With Nadia Lovell, Kiran Ganesh and Paul Donovan. Mon, 26 Jun 2023 00:00:00 GMT f01a0d65-d284-418d-9cea-b02a010f4d72 Monocle Radio Our panel from UBS Global Wealth Management’s chief investment office explains why we face a balancing act in the second half of the year. There’s a path for higher stocks but it is narrow: economic growth can neither be so strong as to force the US Federal Reserve into further hikes, nor be so weak as to drive fears of a recession. Our experts discuss what smart investors can do over the coming months. With Nadia Lovell, Kiran Ganesh and Paul Donovan. no 00:27:28 ‘Own Your Worth’ 2023 https://monocle.com/radio/shows/the-bulletin-with-ubs/454/ Carey Shuffman, head of UBS’s US women’s segment, guides us through the latest edition of the annual report that explores how women approach their financial wellbeing. Shuffman tells us how she and her colleagues compiled this year’s data, reveals some of its key findings and reminds us why a sharp focus on women’s financial participation remains as vital as ever. Mon, 19 Jun 2023 00:00:00 GMT 3be66340-7800-4d55-bfb1-b02300f0880a Monocle Radio Carey Shuffman, head of UBS’s US women’s segment, guides us through the latest edition of the annual report that explores how women approach their financial wellbeing. Shuffman tells us how she and her colleagues compiled this year’s data, reveals some of its key findings and reminds us why a sharp focus on women’s financial participation remains as vital as ever. no 00:16:55 The Art Basel & UBS Global Art Market Report https://monocle.com/radio/shows/the-bulletin-with-ubs/453/ As Art Basel begins we are discussing this year’s Art Basel & UBS Global Art Market Report. It contains annual deep-dive research that provides a comprehensive, macroeconomic analysis of the state of the global art market. So what does the latest edition reveal? Find out with report author and Arts Economics founder Clare McAndrew, Marco Antonini from UBS Art Advisory and UBS chief economist Paul Donovan. Mon, 12 Jun 2023 00:00:00 GMT 903aab0b-d194-4bf9-9a6c-b01c00dcbf40 Monocle Radio As Art Basel begins we are discussing this year’s Art Basel & UBS Global Art Market Report. It contains annual deep-dive research that provides a comprehensive, macroeconomic analysis of the state of the global art market. So what does the latest edition reveal? Find out with report author and Arts Economics founder Clare McAndrew, Marco Antonini from UBS Art Advisory and UBS chief economist Paul Donovan. no 00:29:05 UBS Global Family Office Report 2023 https://monocle.com/radio/shows/the-bulletin-with-ubs/452/ This year’s edition of the UBS Global Family Office Report documents the findings of a survey of 230 single-family offices around the world. Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the programme to explain why family offices are planning a major shift in strategic asset allocation. Mon, 5 Jun 2023 00:00:00 GMT c121c0d5-72e5-439e-ad97-b0150124b88d Monocle Radio This year’s edition of the UBS Global Family Office Report documents the findings of a survey of 230 single-family offices around the world. Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the programme to explain why family offices are planning a major shift in strategic asset allocation. no 00:14:43 Debt ceiling deadline https://monocle.com/radio/shows/the-bulletin-with-ubs/451/ Leslie Falconio and Tom McLoughlin from the UBS Wealth Management Chief Investment Office in the US join the programme to discuss the current crisis and consider the different pathways to resolution. Mon, 29 May 2023 00:00:00 GMT 5cf47918-1909-4401-b601-b00e0117be66 Monocle Radio Leslie Falconio and Tom McLoughlin from the UBS Wealth Management Chief Investment Office in the US join the programme to discuss the current crisis and consider the different pathways to resolution. no 00:17:39 Metaverse https://monocle.com/radio/shows/the-bulletin-with-ubs/450/ We discuss the recent longer-term investment paper from UBS Global Wealth Management’s chief investment office, which is focused on the metaverse. Our panel explains that while the full realisation of the metaverse may take as long as a decade to occur, they expect iterative improvements in related infrastructure, AI and experiences over the next few years. With insights from the report’s lead authors Kevin Dennean, Michelle Laliberte and Antoinette Zuidweg. Mon, 22 May 2023 00:00:00 GMT f128bdb8-26ad-434f-b5b1-b007011bd3e8 Monocle Radio We discuss the recent longer-term investment paper from UBS Global Wealth Management’s chief investment office, which is focused on the metaverse. Our panel explains that while the full realisation of the metaverse may take as long as a decade to occur, they expect iterative improvements in related infrastructure, AI and experiences over the next few years. With insights from the report’s lead authors Kevin Dennean, Michelle Laliberte and Antoinette Zuidweg. no 00:23:02 The rise of the impact economy – part 2 https://monocle.com/radio/shows/the-bulletin-with-ubs/449/ The second of a double bill exploring the impact economy. Prompted by a new white paper from The UBS Sustainability & Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS S&I Forum was established last year to drive the discourse and today we meet one of its founding members, CEO of Conexus Financial, Fiona Reynolds. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan. Mon, 15 May 2023 00:00:00 GMT ee7dc430-21de-47c0-a04d-b000010c90b0 Monocle Radio The second of a double bill exploring the impact economy. Prompted by a new white paper from The UBS Sustainability & Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS S&I Forum was established last year to drive the discourse and today we meet one of its founding members, CEO of Conexus Financial, Fiona Reynolds. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan. no 00:31:14 The rise of the impact economy – part 1 https://monocle.com/radio/shows/the-bulletin-with-ubs/448/ The first of a double bill exploring the impact economy. Prompted by a new white paper from the UBS Sustainability and Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS Sustainability and Impact Forum was established last year to drive the discourse and today we meet one of its founding members, Sir Partha Dasgupta, Professor Emeritus of Economics at the University of Cambridge. Much of Sir Partha’s celebrated research has covered ecological economics. Mon, 8 May 2023 00:00:00 GMT 4839ee6c-b735-4dcb-a834-aff901181612 Monocle Radio The first of a double bill exploring the impact economy. Prompted by a new white paper from the UBS Sustainability and Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS Sustainability and Impact Forum was established last year to drive the discourse and today we meet one of its founding members, Sir Partha Dasgupta, Professor Emeritus of Economics at the University of Cambridge. Much of Sir Partha’s celebrated research has covered ecological economics. no 00:30:30 Emerging markets focus https://monocle.com/radio/shows/the-bulletin-with-ubs/447/ Though not wholly immune to ongoing stresses in the global banking sector, emerging markets seem to be marching to a different beat. Alejo Czerwonko, chief investment officer emerging markets Americas at UBS, explains why and tells us what this means for portfolio positioning. Mon, 1 May 2023 00:00:00 GMT 3d0682ed-9065-4902-a6f0-aff2009bced4 Monocle Radio Though not wholly immune to ongoing stresses in the global banking sector, emerging markets seem to be marching to a different beat. Alejo Czerwonko, chief investment officer emerging markets Americas at UBS, explains why and tells us what this means for portfolio positioning. no 00:11:20 Why alternatives matter https://monocle.com/radio/shows/the-bulletin-with-ubs/446/ Traditional equity-bond diversification failed to protect investors in 2022. Antoinette Zuidweg, alternative investment strategist at UBS Global Wealth Management, explains the role that alternatives can play in challenging times. Mon, 24 Apr 2023 00:00:00 GMT ae62a07a-3072-43b4-88a5-afeb0106c5b2 Monocle Radio Traditional equity-bond diversification failed to protect investors in 2022. Antoinette Zuidweg, alternative investment strategist at UBS Global Wealth Management, explains the role that alternatives can play in challenging times. no 00:13:00 Global Visionaries special: Education Partnerships group https://monocle.com/radio/shows/the-bulletin-with-ubs/445/ Meet Kate Dooley, CEO of Education Partnerships and another of the inspirational thought-leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. In this special episode, Kate is joined by Tom Hall, global head of Social Impact and Philanthropy at UBS, to discuss the power of collective philanthropy at Monocle’s headquarters in Zürich. Mon, 17 Apr 2023 00:00:00 GMT 4ec39bd3-28b1-4530-9ef6-afe4010d4d5a Monocle Radio Meet Kate Dooley, CEO of Education Partnerships and another of the inspirational thought-leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. In this special episode, Kate is joined by Tom Hall, global head of Social Impact and Philanthropy at UBS, to discuss the power of collective philanthropy at Monocle’s headquarters in Zürich. no 00:26:17 Please adjust your data set https://monocle.com/radio/shows/the-bulletin-with-ubs/444/ UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss the challenge of navigating between reported data and economic reality. How do statisticians make sense of this? And what can smart investors do to ensure that their portfolios are positioned correctly? Mon, 10 Apr 2023 00:00:00 GMT 8853e70c-13f5-4c00-8337-afdc009b5ff9 Monocle Radio UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss the challenge of navigating between reported data and economic reality. How do statisticians make sense of this? And what can smart investors do to ensure that their portfolios are positioned correctly? no 00:09:30 Q2 Outlook: Stability amid uncertainty https://monocle.com/radio/shows/the-bulletin-with-ubs/443/ With inflection points in interest rates and economic growth ahead, staying focused on the long term, mitigating risks, managing opportunity costs and seizing attractive returns will be among the key challenges. So what should smart investors do? Mon, 3 Apr 2023 00:00:00 GMT 34537e79-84af-43bf-a510-afd601287d4c Monocle Radio With inflection points in interest rates and economic growth ahead, staying focused on the long term, mitigating risks, managing opportunity costs and seizing attractive returns will be among the key challenges. So what should smart investors do? no 00:21:18 Art Basel Hong Kong special https://monocle.com/radio/shows/the-bulletin-with-ubs/442/ Global lead partner UBS has been celebrating the return of the fair with a programme to drive engagement and increase access to art in the local community. We learn more about how UBS drives its programmes of public engagement, hear from the director of the fair and speak to the manager for APAC of UBS’s extraordinary corporate art collection. Mon, 27 Mar 2023 00:00:00 GMT 2ece518a-6a8f-4d7c-bf97-afd100f4f7ca Monocle Radio Global lead partner UBS has been celebrating the return of the fair with a programme to drive engagement and increase access to art in the local community. We learn more about how UBS drives its programmes of public engagement, hear from the director of the fair and speak to the manager for APAC of UBS’s extraordinary corporate art collection. no 00:15:00 The UBS Greater China Conference part III: China and the Middle East https://monocle.com/radio/shows/the-bulletin-with-ubs/441/ We wrap up our highlights from UBS’s annual flagship event, the 23rd edition of which took place in January with a theme of ‘The Way Ahead’. For this programme, UBS APAC head of research Martin Yule asks Nasser Saidi, former chief economist of the Dubai International Financial Centre and the first governor of the Central Bank of Lebanon, to discuss the theme, ‘China and the Middle East: old friends in a new era’. Mon, 20 Mar 2023 00:00:00 GMT 2c1aa3e1-dcf5-4c46-bf62-afca00abbc03 Monocle Radio We wrap up our highlights from UBS’s annual flagship event, the 23rd edition of which took place in January with a theme of ‘The Way Ahead’. For this programme, UBS APAC head of research Martin Yule asks Nasser Saidi, former chief economist of the Dubai International Financial Centre and the first governor of the Central Bank of Lebanon, to discuss the theme, ‘China and the Middle East: old friends in a new era’. no 00:15:00 What happened at the National People’s Congress? https://monocle.com/radio/shows/the-bulletin-with-ubs/440/ The Chinese People’s Political Consultative Conference and the National People’s Congress have both taken place this week. As well as economic targets and macro-policy setting, this year’s editions involved the most extensive government reshuffle in a decade or more. UBS experts Bhanu Baweja and Yifan Hu join us to discuss the key learnings of a busy week. Mon, 13 Mar 2023 00:00:00 GMT a7f9eb10-613b-40e4-a199-afc300c6693d Monocle Radio The Chinese People’s Political Consultative Conference and the National People’s Congress have both taken place this week. As well as economic targets and macro-policy setting, this year’s editions involved the most extensive government reshuffle in a decade or more. UBS experts Bhanu Baweja and Yifan Hu join us to discuss the key learnings of a busy week. no 00:15:00 International Women’s Day Special https://monocle.com/radio/shows/the-bulletin-with-ubs/439/ To mark International Women’s Day, we dive into a new report from the UBS CIO entitled ‘Women and Investing: Planning for Your Legacy’. The report trains a lens on the goal of legacy: how women investors define it, the best allocation of resources to meet those objectives and the importance of putting a financial plan in place for the smooth transfer of wealth. Marianna Mamou, head, advice beyond investing in the Chief Investment Office of UBS Global Wealth Management and author of the report, joins us to explain more. Mon, 6 Mar 2023 00:00:00 GMT f6d82e4b-7d1b-4a53-b65e-afbc00b0bb69 Monocle Radio To mark International Women’s Day, we dive into a new report from the UBS CIO entitled ‘Women and Investing: Planning for Your Legacy’. The report trains a lens on the goal of legacy: how women investors define it, the best allocation of resources to meet those objectives and the importance of putting a financial plan in place for the smooth transfer of wealth. Marianna Mamou, head, advice beyond investing in the Chief Investment Office of UBS Global Wealth Management and author of the report, joins us to explain more. no 00:15:00 What’s the problem with GDP? https://monocle.com/radio/shows/the-bulletin-with-ubs/438/ UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss some of the perennial issues with GDP as a metric and how the fourth industrial revolution is upending its primacy as a measure of growth. Mon, 27 Feb 2023 00:00:00 GMT d4d2e068-cfb9-4f1f-96e4-afb50109bbf6 Monocle Radio UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss some of the perennial issues with GDP as a metric and how the fourth industrial revolution is upending its primacy as a measure of growth. no 00:15:00 The Ukraine Relief Fund – one year on https://monocle.com/radio/shows/the-bulletin-with-ubs/437/ A special programme marking the anniversary of Russia’s invasion of Ukraine and the creation of the Ukraine Relief Fund by the UBS Optimus Foundation: an extraordinary mobilisation of capital and a triumph of collaboration. With us to reflect on its prospects and imperatives for the future are the CEO of the Optimus Foundation and the leaders of two local partners whom UBS has supported in their vital work on the frontlines. Mon, 20 Feb 2023 00:00:00 GMT 975b1ac2-5072-4dce-979c-afae00a8f717 Monocle Radio A special programme marking the anniversary of Russia’s invasion of Ukraine and the creation of the Ukraine Relief Fund by the UBS Optimus Foundation: an extraordinary mobilisation of capital and a triumph of collaboration. With us to reflect on its prospects and imperatives for the future are the CEO of the Optimus Foundation and the leaders of two local partners whom UBS has supported in their vital work on the frontlines. no 00:15:00 The UBS Greater China Conference part II: Global economic outlook https://monocle.com/radio/shows/the-bulletin-with-ubs/436/ Further highlights from UBS’s annual flagship event, the 23rd edition of which took place last month with the theme, ‘The Way Ahead’. UBS global chief economist Arend Kapteyn, chief European economist Reinhard Cluse, their US counterpart Jonathan Pingle and head of Asia economics Tao Wang discuss the global economic and policy outlook. Mon, 13 Feb 2023 00:00:00 GMT 50a0f263-5283-44eb-a059-afa700c1c322 Monocle Radio Further highlights from UBS’s annual flagship event, the 23rd edition of which took place last month with the theme, ‘The Way Ahead’. UBS global chief economist Arend Kapteyn, chief European economist Reinhard Cluse, their US counterpart Jonathan Pingle and head of Asia economics Tao Wang discuss the global economic and policy outlook. no 00:15:00 The UBS Female Founder Award https://monocle.com/radio/shows/the-bulletin-with-ubs/435/ How best to close the ‘funding gap’ that exists between female entrepreneurs and their male counterparts? We discuss the winner of the UBS Female Founder Award and ask how this recognition is helping to bridge the gap and move the needle towards a more equitable distribution of funding and opportunities. Marianna Mamou, head Advice Beyond Investing in the UBS CIO, and Emma Wheeler, head of the Women’s Wealth Programme in UBS’s Wealth Management business, tell us about the 2022 award-winner Danielle Lawrence, co-founder and CEO of Freyda Limited. Mon, 6 Feb 2023 00:00:00 GMT 2034686a-427d-4c57-8e11-afa000d2a318 Monocle Radio How best to close the ‘funding gap’ that exists between female entrepreneurs and their male counterparts? We discuss the winner of the UBS Female Founder Award and ask how this recognition is helping to bridge the gap and move the needle towards a more equitable distribution of funding and opportunities. Marianna Mamou, head Advice Beyond Investing in the UBS CIO, and Emma Wheeler, head of the Women’s Wealth Programme in UBS’s Wealth Management business, tell us about the 2022 award-winner Danielle Lawrence, co-founder and CEO of Freyda Limited. no 00:15:00 Inflation weight-watching https://monocle.com/radio/shows/the-bulletin-with-ubs/434/ UBS Global Wealth Management chief economist Paul Donovan joins the show to explain why investors need to start ‘watching the weight’ of different parts of the constantly shifting inflation basket. Donovan tells us why increased spending on things like energy and durables in 2021 and 2022 increases those sectors’ importance in inflation calculations for the year ahead – and how canny investors should react. Mon, 30 Jan 2023 00:00:00 GMT ad410f04-5d23-4d13-b882-af99010681cd Monocle Radio UBS Global Wealth Management chief economist Paul Donovan joins the show to explain why investors need to start ‘watching the weight’ of different parts of the constantly shifting inflation basket. Donovan tells us why increased spending on things like energy and durables in 2021 and 2022 increases those sectors’ importance in inflation calculations for the year ahead – and how canny investors should react. no 00:15:00 Highlights from the UBS Greater China Conference part I: China’s technological ambitions https://monocle.com/radio/shows/the-bulletin-with-ubs/433/ Bloomberg’s Lulu Yilun Chen discusses her new book, ‘Influence Empire: The Story of Tencent and China’s Tech Ambition’ with UBS’s Kirsten Parker at the 2023 UBS Greater China Conference. Mon, 23 Jan 2023 00:00:00 GMT c7f4fdfb-2e1c-4c5b-9a04-af9200ad61e7 Monocle Radio Bloomberg’s Lulu Yilun Chen discusses her new book, ‘Influence Empire: The Story of Tencent and China’s Tech Ambition’ with UBS’s Kirsten Parker at the 2023 UBS Greater China Conference. no 00:15:00 The Year Ahead https://monocle.com/radio/shows/the-bulletin-with-ubs/432/ We dive into the latest compelling report from UBS Global Wealth Management’s chief investment office and learn why its authors have described the next 12 months as a “year of inflections”. The editor in chief of the report is one of this programme’s regulars, Kiran Ganesh. He joins us to outline the factors that have shaped the bank’s house view for 2023. Mon, 16 Jan 2023 00:00:00 GMT 25d0aaca-a528-4932-9376-af8b00be4a4a Monocle Radio We dive into the latest compelling report from UBS Global Wealth Management’s chief investment office and learn why its authors have described the next 12 months as a “year of inflections”. The editor in chief of the report is one of this programme’s regulars, Kiran Ganesh. He joins us to outline the factors that have shaped the bank’s house view for 2023. no 00:15:00 What might profit-driven inflation mean? https://monocle.com/radio/shows/the-bulletin-with-ubs/431/ In the latest in an occasional series, the chief economist in UBS Global Wealth Management, Paul Donovan, joins the show to talk us through some of the key topics that he has been following and writing about as we enter 2023. Today’s programme explores what profit-driven inflation might mean. Mon, 9 Jan 2023 00:00:00 GMT 953011d6-9625-4d53-b5c5-af8400e54088 Monocle Radio In the latest in an occasional series, the chief economist in UBS Global Wealth Management, Paul Donovan, joins the show to talk us through some of the key topics that he has been following and writing about as we enter 2023. Today’s programme explores what profit-driven inflation might mean. no 00:15:00 UBS European Conference review – Part III: Private Equity https://monocle.com/radio/shows/the-bulletin-with-ubs/430/ The last in our series of specials exploring the key panels and themes from the 2022 edition. After programmes on cryptocurrencies and monetary policy, we turn the lens on private equity. Joining the programme is Simona Maellare, who runs Alternative Capital Group globally for UBS. Mon, 2 Jan 2023 00:00:00 GMT c52978cf-2f12-43cd-8324-af7d01115606 Monocle Radio The last in our series of specials exploring the key panels and themes from the 2022 edition. After programmes on cryptocurrencies and monetary policy, we turn the lens on private equity. Joining the programme is Simona Maellare, who runs Alternative Capital Group globally for UBS. no 00:15:00 Nature-based Solutions https://monocle.com/radio/shows/the-bulletin-with-ubs/429/ Explore a compelling report with a truly global scope from The UBS Optimus Foundation in APAC and project partners Mana Impact and EnviroStrat. The report demonstrates how nature-based solutions can be better understood and employed to address global environmental and biodiversity challenges. With Optimus Foundation’s CEO Maya Ziswiler, Patti Chu of Mana Impact and EnviroStrat’s Cerasela Stancu. Mon, 26 Dec 2022 00:00:00 GMT 3b8739c8-65dd-436d-8ccd-af760101de64 Monocle Radio Explore a compelling report with a truly global scope from The UBS Optimus Foundation in APAC and project partners Mana Impact and EnviroStrat. The report demonstrates how nature-based solutions can be better understood and employed to address global environmental and biodiversity challenges. With Optimus Foundation’s CEO Maya Ziswiler, Patti Chu of Mana Impact and EnviroStrat’s Cerasela Stancu. no 00:15:00 Nobel Perspectives: Robert Wilson and Paul Milgrom https://monocle.com/radio/shows/the-bulletin-with-ubs/428/ To help address the big questions that shape our world UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from the laureates recognised in 2020 for their improvements to auction theory and the inventions of new auction formats. Mon, 19 Dec 2022 00:00:00 GMT 27fd471b-86e3-4b64-b781-af6f010e2c18 Monocle Radio To help address the big questions that shape our world UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from the laureates recognised in 2020 for their improvements to auction theory and the inventions of new auction formats. no 00:15:00 The global supply-demand imbalance https://monocle.com/radio/shows/the-bulletin-with-ubs/427/ In the first of an occasional series, Paul Donovan, the chief economist at UBS Global Wealth Management, joins the show to talk us through some of the key topics that he’s been following and writing about in the latter half of 2022. Today’s programme explores the supply-demand imbalance. Mon, 12 Dec 2022 00:00:00 GMT 4d37f7af-3596-4afc-88ef-af6800ad29cd Monocle Radio In the first of an occasional series, Paul Donovan, the chief economist at UBS Global Wealth Management, joins the show to talk us through some of the key topics that he’s been following and writing about in the latter half of 2022. Today’s programme explores the supply-demand imbalance. no 00:15:00 Driving decarbonisation of the real economy https://monocle.com/radio/shows/the-bulletin-with-ubs/426/ ‘The Green Inflection Point’ is a new white paper from the UBS Sustainability & Impact Institute. Two members of the institute – Francis Condon, head of thematic engagement at UBS Asset Management and Adam Gustafsson, who works for the UBS AM data science team, – discuss some of the key actions that the financial sector must take to accelerate decarbonisation of the real economy. Mon, 5 Dec 2022 00:00:00 GMT 6609a7ca-2f51-45b1-807c-af6100e19caf Monocle Radio ‘The Green Inflection Point’ is a new white paper from the UBS Sustainability & Impact Institute. Two members of the institute – Francis Condon, head of thematic engagement at UBS Asset Management and Adam Gustafsson, who works for the UBS AM data science team, – discuss some of the key actions that the financial sector must take to accelerate decarbonisation of the real economy. no 00:15:00 Nobel Perspectives: Guido Imbens https://monocle.com/radio/shows/the-bulletin-with-ubs/425/ To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week, we hear from Guido Imbens, the 2021 winner for his work on causal relationships, and discuss how natural experiments can lead to more credible research. Mon, 28 Nov 2022 00:00:00 GMT 10695795-5dbc-46d7-aed3-af5a00b87328 Monocle Radio To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week, we hear from Guido Imbens, the 2021 winner for his work on causal relationships, and discuss how natural experiments can lead to more credible research. no 00:15:00 UBS European Conference review part II: monetary policy https://monocle.com/radio/shows/the-bulletin-with-ubs/424/ The next in our series of specials exploring the key panels and themes from the 2022 edition. After our programme on cryptocurrencies and before we turn the lens on private equity, we focus on monetary policy. Joining the programme on either side of the Atlantic are two great guests from UBS Investment Bank: chief European economist Reinhard Cluse and his US counterpart, Jonathan Pingle. Mon, 21 Nov 2022 00:00:00 GMT 5ffcaa48-4cc3-43a5-badf-af5300e6266c Monocle Radio The next in our series of specials exploring the key panels and themes from the 2022 edition. After our programme on cryptocurrencies and before we turn the lens on private equity, we focus on monetary policy. Joining the programme on either side of the Atlantic are two great guests from UBS Investment Bank: chief European economist Reinhard Cluse and his US counterpart, Jonathan Pingle. no 00:17:00 UBS European conference review part I: cryptocurrencies https://monocle.com/radio/shows/the-bulletin-with-ubs/423/ The first of a series of specials exploring the key panels and themes from the 2022 edition. Ahead of programmes focused on monetary policy and private equity, we begin with a deep dive into cryptocurrencies and CBDCs with James Malcolm, UBS Head of FX strategy and cryptocurrency research. Mon, 14 Nov 2022 00:00:00 GMT c3702c4a-183a-4f30-91fc-af4c00b297e1 Monocle Radio The first of a series of specials exploring the key panels and themes from the 2022 edition. Ahead of programmes focused on monetary policy and private equity, we begin with a deep dive into cryptocurrencies and CBDCs with James Malcolm, UBS Head of FX strategy and cryptocurrency research. no 00:15:00 The US midterm elections https://monocle.com/radio/shows/the-bulletin-with-ubs/422/ We count down to the vote on 8 November, gauge the state of the race, consider the key questions that are shaping the discourse and ask what all of this means for investors. Hear from two of the key contributors to UBS’s ElectionWatch as they report on the theme: Tom McLoughlin, head of fixed income for the Americas, and Nadia Lovell, senior US equity strategist. Plus: Lydia Saad, director of US social research at Gallup, on what the latest polling reveals about voter priorities. Mon, 7 Nov 2022 00:00:00 GMT cad60375-fcac-49bc-a51d-af4500b43376 Monocle Radio We count down to the vote on 8 November, gauge the state of the race, consider the key questions that are shaping the discourse and ask what all of this means for investors. Hear from two of the key contributors to UBS’s ElectionWatch as they report on the theme: Tom McLoughlin, head of fixed income for the Americas, and Nadia Lovell, senior US equity strategist. Plus: Lydia Saad, director of US social research at Gallup, on what the latest polling reveals about voter priorities. no 00:15:00 Nobel perspectives: Daniel Kahneman https://monocle.com/radio/shows/the-bulletin-with-ubs/421/ To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from Daniel Kahneman, winner in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. We discuss his newest book, “Noise: A Flaw in Human Judgement”, and consider how noise infiltrates different parts of society. Mon, 31 Oct 2022 00:00:00 GMT f85717b6-9a57-4cd4-a5b4-af3e013fe0e7 Monocle Radio To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from Daniel Kahneman, winner in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. We discuss his newest book, “Noise: A Flaw in Human Judgement”, and consider how noise infiltrates different parts of society. no 00:15:00 Gender lens investing https://monocle.com/radio/shows/the-bulletin-with-ubs/420/ Gender lens investing is an attempt to address one of the great inefficiencies of the financial system: its failure to effectively channel money to female entrepreneurs and female-led businesses. Gender Smart is a global field-building initiative dedicated to unlocking the deployment of strategic, effective gender-smart capital at scale. We hear from its co-founder about the Gender Smart Investing Summit and the ‘State of The Field 2022’ report. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan. Mon, 24 Oct 2022 00:00:00 GMT 4ebd4bae-0783-4b6c-9771-af3700b791cd Monocle Radio Gender lens investing is an attempt to address one of the great inefficiencies of the financial system: its failure to effectively channel money to female entrepreneurs and female-led businesses. Gender Smart is a global field-building initiative dedicated to unlocking the deployment of strategic, effective gender-smart capital at scale. We hear from its co-founder about the Gender Smart Investing Summit and the ‘State of The Field 2022’ report. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan. no 00:15:00 The UBS Global Real Estate Bubble Index 2022 https://monocle.com/radio/shows/the-bulletin-with-ubs/419/ We explore the annual report that brings an up-to-date take on global urban-housing markets and gauges the “bubble risk” in the residential property markets of 25 major international cities. The 2022 edition sets a scene characterised by strong house-price growth, high imbalances in certain geographies and ongoing issues around affordability. It also charts the increase in household leveraging and how the return of people to major cities continues to drive urbanisation. With Matthias Holzhey, Dean Turner and Jonathan Woloshin. Mon, 17 Oct 2022 00:00:00 GMT ecf17e0d-8069-4399-b84f-af3000aa5fbb Monocle Radio We explore the annual report that brings an up-to-date take on global urban-housing markets and gauges the “bubble risk” in the residential property markets of 25 major international cities. The 2022 edition sets a scene characterised by strong house-price growth, high imbalances in certain geographies and ongoing issues around affordability. It also charts the increase in household leveraging and how the return of people to major cities continues to drive urbanisation. With Matthias Holzhey, Dean Turner and Jonathan Woloshin. no 00:15:00 Focus on private markets: the food revolution https://monocle.com/radio/shows/the-bulletin-with-ubs/418/ On last week’s programme we dipped into the UBS Global Wealth Management CIO Q4 outlook and (among other things) we talked about private markets with alternative-investment strategist Antoinette Zuidweg. She is back this week to share further private-market insights – this time focusing on the longer-term investment theme of the food revolution. Plus: Wayne Gordon explains how investors can position themselves to take advantage in this space. Mon, 10 Oct 2022 00:00:00 GMT 9f1e8104-9117-4dc3-b5f1-af2900a65c5d Monocle Radio On last week’s programme we dipped into the UBS Global Wealth Management CIO Q4 outlook and (among other things) we talked about private markets with alternative-investment strategist Antoinette Zuidweg. She is back this week to share further private-market insights – this time focusing on the longer-term investment theme of the food revolution. Plus: Wayne Gordon explains how investors can position themselves to take advantage in this space. no 00:15:00 Discovering resilience https://monocle.com/radio/shows/the-bulletin-with-ubs/417/ The 4Q outlook from the UBS Global Wealth Management CIO explains why a third quarter characterised by volatility means that the time is right to be invested, diversified and selective. Our panel outlines the themes that represent CIO market preferences: defensives, income, value, diversity and security. With Vince Heaney and Antoinette Zuidweg. Mon, 3 Oct 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/10/417.mp3 Monocle Radio The 4Q outlook from the UBS Global Wealth Management CIO explains why a third quarter characterised by volatility means that the time is right to be invested, diversified and selective. Our panel outlines the themes that represent CIO market preferences: defensives, income, value, diversity and security. With Vince Heaney and Antoinette Zuidweg. no 00:15:00 Nobel perspectives: David Card https://monocle.com/radio/shows/the-bulletin-with-ubs/416/ To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to share insights, discuss their research and open their inquiring minds. This week we hear from David Card, 2021’s winner for his contribution in the field of labour economics. Card explains what drives wage inequality within the labour market. Mon, 26 Sep 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/09/416.mp3 Monocle Radio To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to share insights, discuss their research and open their inquiring minds. This week we hear from David Card, 2021’s winner for his contribution in the field of labour economics. Card explains what drives wage inequality within the labour market. no 00:15:00 The UBS CIO thematic guide https://monocle.com/radio/shows/the-bulletin-with-ubs/415/ A freshly published report from the Chief Investment Office of UBS Global Wealth Management presents the bank’s Longer Term Investment (LTI) themes for a multi-year investment horizon. Our panellists explain how UBS approaches sustainable investing for LTIs and discuss some of the individual investment topics that are driven by both big secular themes and other more disruptive forces. Mon, 19 Sep 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/09/415.mp3 Monocle Radio A freshly published report from the Chief Investment Office of UBS Global Wealth Management presents the bank’s Longer Term Investment (LTI) themes for a multi-year investment horizon. Our panellists explain how UBS approaches sustainable investing for LTIs and discuss some of the individual investment topics that are driven by both big secular themes and other more disruptive forces. no 00:15:00 ‘Learning for Life’ https://monocle.com/radio/shows/the-bulletin-with-ubs/414/ To mark United Nations international literacy day, we shine a spotlight on a new UBS publication: ‘Learning for Life: A Guide for Philanthropists and Changemakers to Bring Quality Education to All’. The paper explores how to achieve UN Sustainable Development Goal No 4, which aims to ensure inclusive and equitable quality education and promote lifelong learning opportunities for all. As well as the CEO of the UBS Optimus Foundation, we hear from education innovator Joe Wolf of Imagine Worldwide, one of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Mon, 12 Sep 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/09/414.mp3 Monocle Radio To mark United Nations international literacy day, we shine a spotlight on a new UBS publication: ‘Learning for Life: A Guide for Philanthropists and Changemakers to Bring Quality Education to All’. The paper explores how to achieve UN Sustainable Development Goal No 4, which aims to ensure inclusive and equitable quality education and promote lifelong learning opportunities for all. As well as the CEO of the UBS Optimus Foundation, we hear from education innovator Joe Wolf of Imagine Worldwide, one of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. no 00:15:00 The UBS House View Monthly https://monocle.com/radio/shows/the-bulletin-with-ubs/413/ Reflections on the Fed, inflation, ongoing volatility and the likelihood of a recession in the eurozone. The panel discusses what UBS chief investment officer Mark Haefele has described as the economic ‘bizarro world’ in which we currently find ourselves. And, later in the programme, we’ll head Stateside for a quick update following the Fed Chair’s hawkish speech on inflation at Jackson Hole. Mon, 5 Sep 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/09/413.mp3 Monocle Radio Reflections on the Fed, inflation, ongoing volatility and the likelihood of a recession in the eurozone. The panel discusses what UBS chief investment officer Mark Haefele has described as the economic ‘bizarro world’ in which we currently find ourselves. And, later in the programme, we’ll head Stateside for a quick update following the Fed Chair’s hawkish speech on inflation at Jackson Hole. no 00:15:00 How can currencies affect your wealth strategy? https://monocle.com/radio/shows/the-bulletin-with-ubs/412/ With the US dollar index hitting its highest level in 20 years, investors have certainly been paying closer attention to foreign exchange markets. Today we dip into a recent tutorial on the theme from the UBS Global Wealth Management CIO to explore various factors that drive currency movement. Mon, 29 Aug 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/08/412.mp3 Monocle Radio With the US dollar index hitting its highest level in 20 years, investors have certainly been paying closer attention to foreign exchange markets. Today we dip into a recent tutorial on the theme from the UBS Global Wealth Management CIO to explore various factors that drive currency movement. no 00:15:00 Locarno Film Festival and ‘Futurespectives’ https://monocle.com/radio/shows/the-bulletin-with-ubs/411/ We celebrate 75 years of the world-famous festival and its 40-year partnership with UBS. The managing director tells us about the event’s evolving mission through the years, how film festivals can shape the public discourse, as well as a more sustainable future, and the latest exciting manifestation of the UBS partnership: the new ‘Futurespectives’ podcast. Mon, 22 Aug 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/08/411.mp3 Monocle Radio We celebrate 75 years of the world-famous festival and its 40-year partnership with UBS. The managing director tells us about the event’s evolving mission through the years, how film festivals can shape the public discourse, as well as a more sustainable future, and the latest exciting manifestation of the UBS partnership: the new ‘Futurespectives’ podcast. no 00:15:00 UBS Global Visionaries: Christoph Gebald of Climeworks https://monocle.com/radio/shows/the-bulletin-with-ubs/410/ Christoph Gebald of Climeworks is one of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Climeworks’ mission is to capture and permanently remove carbon dioxide from the air using a technology called “direct air capture”. Founded by Gebald and his engineering partner Jan Wurzbacher, the company strives to inspire one billion people to act now, in order to remove both historic and residual CO2 emissions and limit global warming. Mon, 15 Aug 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/08/410.mp3 Monocle Radio Christoph Gebald of Climeworks is one of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Climeworks’ mission is to capture and permanently remove carbon dioxide from the air using a technology called “direct air capture”. Founded by Gebald and his engineering partner Jan Wurzbacher, the company strives to inspire one billion people to act now, in order to remove both historic and residual CO2 emissions and limit global warming. no 00:15:00 Economic holiday blues https://monocle.com/radio/shows/the-bulletin-with-ubs/409/ With costs soaring, why are consumers still going on holiday? Paul Donovan, chief economist of UBS Global Wealth Management, joins us to reflect on the phenomenon and to consider what it means for economic forecasting. Mon, 8 Aug 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/08/409.mp3 Monocle Radio With costs soaring, why are consumers still going on holiday? Paul Donovan, chief economist of UBS Global Wealth Management, joins us to reflect on the phenomenon and to consider what it means for economic forecasting. no 00:15:00 The future of US-China engagement https://monocle.com/radio/shows/the-bulletin-with-ubs/408/ What could a shift in the balance of domestic US power after the midterms mean for the relationship between the two global powerhouses? Our guests in the US and Hong Kong unpack the complexities of the political and economic dynamics between Beijing and Washington. Mon, 1 Aug 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/08/408.mp3 Monocle Radio What could a shift in the balance of domestic US power after the midterms mean for the relationship between the two global powerhouses? Our guests in the US and Hong Kong unpack the complexities of the political and economic dynamics between Beijing and Washington. no 00:15:00 From ozone to oxygen: opportunities and risks in natural capital https://monocle.com/radio/shows/the-bulletin-with-ubs/407/ Exploring the new white paper from the UBS Sustainability & Impact Institute. Joining the discussion are the head of the institute, Mike Ryan, as well as Judson Berkey from the Chief Sustainability Office at UBS. They discuss what’s required in order to preserve and regenerate the earth’s limited stock of natural capital, from policy innovations and new frameworks to the role that investors and the private sector can play. Mon, 25 Jul 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/07/407.mp3 Monocle Radio Exploring the new white paper from the UBS Sustainability & Impact Institute. Joining the discussion are the head of the institute, Mike Ryan, as well as Judson Berkey from the Chief Sustainability Office at UBS. They discuss what’s required in order to preserve and regenerate the earth’s limited stock of natural capital, from policy innovations and new frameworks to the role that investors and the private sector can play. no 00:15:00 Spotlight on food security https://monocle.com/radio/shows/the-bulletin-with-ubs/406/ Wayne Gordon and Giovanni Staunovo join us to discuss a UBS Global Wealth Management CIO report that focuses on agriculture. They talk about how the war in Ukraine has affected the sector, the pressure caused by high energy prices and the profound challenges posed by climate change. Mon, 18 Jul 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/07/406.mp3 Monocle Radio Wayne Gordon and Giovanni Staunovo join us to discuss a UBS Global Wealth Management CIO report that focuses on agriculture. They talk about how the war in Ukraine has affected the sector, the pressure caused by high energy prices and the profound challenges posed by climate change. no 00:15:00 The UBS Sustainable Finance Conference https://monocle.com/radio/shows/the-bulletin-with-ubs/405/ We’re joined by the co-head of global markets distribution within UBS Investment Bank for an update on last week’s conference on sustainable finance. Kevin Arnold sums up the event and discusses some of the key questions in the environmental, social and governance (ESG) field. Mon, 11 Jul 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/07/405.mp3 Monocle Radio We’re joined by the co-head of global markets distribution within UBS Investment Bank for an update on last week’s conference on sustainable finance. Kevin Arnold sums up the event and discusses some of the key questions in the environmental, social and governance (ESG) field. no 00:15:00 UBS Annual Reserve Manager Survey 2022 https://monocle.com/radio/shows/the-bulletin-with-ubs/404/ The most authoritative survey of official reserve management activities was conducted between April and June, collecting responses from more than 30 central banks around the world. The head of strategy and advice in UBS Asset Management’s global sovereign market team joins us to discuss managers’ economic concerns, their thoughts on strategic asset allocation and the effects of sanctions and geopolitics on their work. Mon, 4 Jul 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/07/404.mp3 Monocle Radio The most authoritative survey of official reserve management activities was conducted between April and June, collecting responses from more than 30 central banks around the world. The head of strategy and advice in UBS Asset Management’s global sovereign market team joins us to discuss managers’ economic concerns, their thoughts on strategic asset allocation and the effects of sanctions and geopolitics on their work. no 00:15:00 The UBS CIO Q3 Outlook https://monocle.com/radio/shows/the-bulletin-with-ubs/403/ Will the second half of 2022 see stagflation or reflation, soft landing or slump? Those are four scenarios unpacked in the UBS Wealth Management CIO’s Q3 Outlook. The report’s editor in chief, Kiran Ganesh, joins Paul Donovan, chief economist of UBS Wealth Management, to discuss the findings. Mon, 27 Jun 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/06/403.mp3 Monocle Radio Will the second half of 2022 see stagflation or reflation, soft landing or slump? Those are four scenarios unpacked in the UBS Wealth Management CIO’s Q3 Outlook. The report’s editor in chief, Kiran Ganesh, joins Paul Donovan, chief economist of UBS Wealth Management, to discuss the findings. no 00:15:13 Art Basel special https://monocle.com/radio/shows/the-bulletin-with-ubs/402/ Monocle’s culture editor, Chiara Rimella, reports from Art Basel as we mark UBS’s ongoing global lead partnership with the fair. The programme features UBS’s Christl Novakovic, Giovanni Carmine, director of the fair’s Unlimited section, and Samuel Leuenberger, curator of its Parcours strand. Mon, 20 Jun 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/06/402.mp3 Monocle Radio Monocle’s culture editor, Chiara Rimella, reports from Art Basel as we mark UBS’s ongoing global lead partnership with the fair. The programme features UBS’s Christl Novakovic, Giovanni Carmine, director of the fair’s Unlimited section, and Samuel Leuenberger, curator of its Parcours strand. no 00:15:00 UBS Global Family Office Report 2022 https://monocle.com/radio/shows/the-bulletin-with-ubs/401/ The chief investment officer for global family and institutional wealth at UBS Wealth Management discusses the third iteration of the world’s largest and most comprehensive study of single-family offices. What explains the current period of transformation? And why is a significant strategic shift in asset allocation, first discussed in last year’s edition, continuing to gain pace? Mon, 13 Jun 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/06/401.mp3 Monocle Radio The chief investment officer for global family and institutional wealth at UBS Wealth Management discusses the third iteration of the world’s largest and most comprehensive study of single-family offices. What explains the current period of transformation? And why is a significant strategic shift in asset allocation, first discussed in last year’s edition, continuing to gain pace? no 00:15:00 UBS Global Visionaries: Chris Bessenecker and Jennifer Waugaman of Afriscout https://monocle.com/radio/shows/the-bulletin-with-ubs/400/ Chris and Jennifer of Afriscout are two of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Afriscout’s mission is to address the enormous challenges faced by African livestock herders, who collectively lose a third of their animals every year due to inadequate pasture or water. Mon, 6 Jun 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/06/400.mp3 Monocle Radio Chris and Jennifer of Afriscout are two of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Afriscout’s mission is to address the enormous challenges faced by African livestock herders, who collectively lose a third of their animals every year due to inadequate pasture or water. no 00:15:00 Own Your Worth https://monocle.com/radio/shows/the-bulletin-with-ubs/399/ Carey Shuffman, head of the women’s segment at UBS, gives insights into the latest in the company’s series of reports that collect data from women in the US and around the world about how they approach and engage with major financial decisions. This year’s edition has some striking findings: women are increasingly acting on their convictions to pursue greater purpose in their lives and intentionally using their financial resources, time and purchasing power in a way that aligns with their values. Mon, 30 May 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/05/399.mp3 Monocle Radio Carey Shuffman, head of the women’s segment at UBS, gives insights into the latest in the company’s series of reports that collect data from women in the US and around the world about how they approach and engage with major financial decisions. This year’s edition has some striking findings: women are increasingly acting on their convictions to pursue greater purpose in their lives and intentionally using their financial resources, time and purchasing power in a way that aligns with their values. no 00:15:00 Investing during the era of security https://monocle.com/radio/shows/the-bulletin-with-ubs/398/ The war in Ukraine has accelerated a number of trends fuelled by the pandemic and has put international relationships and global dependencies under scrutiny. The conflict promises to reshape with whom – and how – business is done, as international relationships and alliances are reassessed. Our UBS panel unpacks three key trends in this changed world: the so-called “three Ds” of deglobalisation, decarbonisation and defence. Mon, 23 May 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/05/398.mp3 Monocle Radio The war in Ukraine has accelerated a number of trends fuelled by the pandemic and has put international relationships and global dependencies under scrutiny. The conflict promises to reshape with whom – and how – business is done, as international relationships and alliances are reassessed. Our UBS panel unpacks three key trends in this changed world: the so-called “three Ds” of deglobalisation, decarbonisation and defence. no 00:15:00 Positioning for inflation https://monocle.com/radio/shows/the-bulletin-with-ubs/397/ At a time when inflation is high and fears about central bank overreactions are driving markets, how can investors tap into opportunities? As well as an overview on positioning for inflation, we take a deeper dive into sustainable fixed income. Mon, 16 May 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/05/397.mp3 Monocle Radio At a time when inflation is high and fears about central bank overreactions are driving markets, how can investors tap into opportunities? As well as an overview on positioning for inflation, we take a deeper dive into sustainable fixed income. no 00:15:00 Why inflation will fall https://monocle.com/radio/shows/the-bulletin-with-ubs/396/ UBS Global Wealth Management’s chief economist Paul Donovan explains why inflation is almost certain to fall in developed economies in the second half of 2022. He explains the effect of a normalisation in demand for products that resulted in a surge in demand in 2021 and why comparing recent prices with those from the same time last year, when we were in lockdown, can be misleading. He also discusses why containing wage costs makes a fall more likely. Mon, 9 May 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/05/396.mp3 Monocle Radio UBS Global Wealth Management’s chief economist Paul Donovan explains why inflation is almost certain to fall in developed economies in the second half of 2022. He explains the effect of a normalisation in demand for products that resulted in a surge in demand in 2021 and why comparing recent prices with those from the same time last year, when we were in lockdown, can be misleading. He also discusses why containing wage costs makes a fall more likely. no 00:15:00 Macron’s second term https://monocle.com/radio/shows/the-bulletin-with-ubs/395/ Emmanuel Macron’s re-election as president promises continuity and a degree of certainty for the French economy and Europe’s wider political dynamics. Our panel from UBS considers his domestic agenda and discusses how he can implement his green deal in the face of a potentially more fragmented France. Mon, 2 May 2022 00:00:00 GMT http://audio.monocle.com/the-bulletin-with-ubs/2022/05/395.mp3 Monocle Radio Emmanuel Macron’s re-election as president promises continuity and a degree of certainty for the French economy and Europe’s wider political dynamics. Our panel from UBS considers his domestic agenda and discusses how he can implement his green deal in the face of a potentially more fragmented France. no 00:15:00