The Bulletin with UBS

How data helps us understand ground truth in the pandemic: 

Today we’re hearing from the UBS Evidence Lab, and finding out how data and analytics are being used to understand ground truth in a world turned upside down by the pandemic. We talk with the creator of the lab to drill down into the relevant datasets to better understand the role that these kind of analytics play in the investment process and hear how the coronavirus outbreak has shocked our “mental maps” of the world.

The Global Art Market Report 2020: 

Painting a picture of the art market using the latest edition of the Art Basel and UBS Global Art Market Report. We’ll hear from its author, renowned cultural economist Dr Clare McAndrew and our regular panelist from UBS Wealth Management.

The Future of Waste: 

As UBS continues to hit new milestones in thematic and sustainable investing, the bank has produced a new longer-term investment initiative. The new programme of “Future Of....” pieces of meta-thematic research focuses on challenges that resonate with clients and provide associated investment solutions with a strong sustainability component.

The first in the new series is ‘The Future of Waste’. About 30 per cent of food produced globally is wasted at a cost of $1tn per year, while 10 per cent of people go hungry. One of the report’s editors in chief and one of its co-authors join us to shine a light on opportunities to mitigate costs and issues associated with waste, while targeting compelling returns.

Can you pay taxes with bitcoin?: 

Spoiler alert: the answer is “no”. The chief economist of UBS Global Wealth Management and the founder and CEO of Otonomos join the show to help explain why bitcoin (or any other cryptocurrency) is not fit to settle such liabilities. Despite this fact, there appears to be appetite in some quarters to challenge the assumption. Are there any developments ahead that might change or threaten the status quo?

Investor sentiment: 

The panel explores the global investor outlook, dipping into UBS Global Wealth Management’s latest quarterly survey. Both high-net-worth individuals and business owners have a more upbeat outlook entering the new year, with cash levels and concerns over domestic politics declining. The panel discusses the role that home bias plays in informing optimism, considers the lessons of the past 12 months and finds out what tops the list of concerns for investors this year, wherever they are in the world.

The UBS Greater China Conference 2020: 

A record number of delegates attended the 20th annual event, which is the leading forum for investors and companies seeking insight and access to the world’s second-largest economy. As well as reflecting on some key themes from the conference, our panel will consider the strategic importance of China as a market.

The future of food: beyond meat: 

Our panel discusses recent revolutionary changes in agriculture and shifting dietary patterns and makes sense of what these moves mean for investors. In particular we’ll be looking “beyond meat” at areas such as lab-grown food and considering why a natural, abundant and affordable future for food depends on technology.

Sustainable investing and healthcare: 

Recent UBS research reveals that a majority of investors are interested in sustainable investing. The chief investment officer at UBS Global Wealth Management and the recently appointed UBS chair of sustainable finance join the programme to discuss SI and to analyse one particular sector that stands out in both the short- and long-term investment landscape: healthcare.