21 January 2018
Episode 172
15 minutes
Many analysts are striking an optimistic note, with earnings and revenues set for solid rises in Q4. In the US in particular, many sectors are set for gains, with some areas primed for more significant progress. With strong fundamentals and the US economy growing, we’ll ask our panellists where opportunity lies and what this reporting season represents to companies, investors and analysts alike.
21 January 2018
Share episode
DownloadWant more radio episodes like these in your inbox?
Sign up to Monocle’s email newsletters to stay on top of news and opinion, plus the latest from the magazine, radio, film and shop.
The Bulletin with UBS - latest episodes
Gender-lens investment special
We are joined by the authors of a new UBS report that takes a detailed look at the state of women in the world, gauging gender-equality progress thus far and seeking to understand the remaining barriers. “Gender-Lens Inv…
Can gold shine brighter still?
Gold prices soared to another all-time high this week, breaking through the $3,000 per ounce barrier. With the price having reached UBS Global Wealth Management CIO’s long-held target, can it continue to rally? Wayne Gordon…
‘Global Investment Returns Yearbook 2025’
This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London…
What’s next for Germany?
With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for…
International Women’s Day edition
To mark International Women’s Day, we hear from four inspirational female leaders in finance. They discuss gender-lens investing, the rise of female-controlled wealth and its effects on broader economics, and the challenges…
Longer-term investments: security and safety
A focus on long-term structural developments influenced by technological advancement, resource scarcity and societal changes. We discuss the topics of security and safety with UBS Global Wealth Management equity analyst…
Tariffs, trade and China’s ‘disappearing’ exports
When looking at trade between two countries, the value of exports should be lower than the value of imports. In recent years the value of China’s exports to the US has exceeded the value of US imports from China. Why is…
The UBS ‘Global Entrepreneur Report’
Exploring the findings of the new ‘Global Entrepreneur Report’ with Kiran Ganesh, head of investment communications in UBS Global Wealth Management. This is the first UBS report which has actively surveyed the opinions of…
The future of women’s wealth
Insights on the future of women’s wealth from the Equality Lounge at The World Economic Forum’s annual meeting in Davos. Emma Wheeler, head of the Women’s Wealth programme at UBS Global Wealth Management, joins the show to…
The threat of ‘scapegoat economics’
The theme of The World Economic Forum annual meeting this year was “Collaboration for the Intelligent Age”. UBS Global Wealth Management chief economist Paul Donovan joins us to look back on the week and to discuss the…
The UBS Billionaire Ambitions Report
We explore the latest edition of the longest-running and most comprehensive study of billionaire wealth. The 10th iteration tracks the wealth of more than 2,500 billionaires across the Americas, EMEA and APAC. As part of…
Mark Haefele on ‘The New Rules of Investing’
In this special edition, UBS global wealth management chief investment officer Mark Haefele discusses his new book, ‘The New Rules of Investing: Essential Wealth Strategies for Turbulent Times’. Co-written with Richard C…
Highlights from the UBS Australasia Conference 2024
In the first programme of the new year we present a selection of interviews that the Monocle team conducted this past November on the margins of the UBS Australasia Conference in Sydney. UBS gathered industry leaders,…
The Red Thread: diversification edition
We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the…
Global Visionaries special: Raphael Güller of Sweep
Raphael Güller is the co-founder and chief product officer of Sweep, and one of the inspirational leaders who UBS supports and celebrates through its Global Visionaries programme. Raphael is joined at Monocle’s HQ in Zürich…
