13 January 2020
Episode 275
15 minutes
As well as providing a recap of the events that shaped a turbulent week for the Middle East, our panel will explore how the geopolitical volatility has impacted markets and consider how investors should best position to navigate the choppy waters.
13 January 2020
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
Investing in private markets
Two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management explain how private markets fit into a liquidity, longevity, legacy approach to investment and discuss how a lower-return…
Rising Gen
A special roundtable discussion exploring a recently launched UBS strategic client segment in the US called “Rising Gen”. Giselle Rivera, head of Rising Gen, and Arminé Babayan, a financial adviser serving these clients…
Diversity and equality
The lead author of a freshly published report looking at longer term investments discusses its conclusions with the chief economist of UBS Wealth Management and the CEO for the UK & Jersey. Diversity and economic inequal…
Highlights from the UBS GCC. Part 1: the economy of wellness
The UBS Greater China Conference (GCC) 2021 took place last month, featuring a packed schedule of presentations from sector experts and thought leaders from across the world. In the coming weeks on this programme we’ll be…
Shaping sustainable finance
A new UBS paper on the trends that are set to shape sustainable finance in 2021, published this week for the WEF’s Davos Agenda (virtual) meetings, addresses challenges linked to the Covid-19 pandemic. While UBS has been…
The UBS x Luminary Fellowship Program
Founder and CEO of Luminary, Cate Luzio (pictured), and Carey Shuffman, head of the Women’s Strategic Client Segment in UBS, discuss the UBS x Luminary Fellowship Program, which aims to support businesses owned by women of…
Stranded assets
There is a growing schism between growth assets (high tech, resilient, high sustainability rating) and value assets (low tech, cyclical, low sustainability rating); it’s as though 90 per cent of investors were exclusively…
Leisure and hospitality trends
Due to the global coronavirus pandemic, investors are facing a challenge of unprecedented near-term sales declines. The head of UBS’s travel and leisure equity research team in Europe considers whether corporates can del…
European luxury-sector trends
What are the prospects of a return to normal in the European luxury sector this year? UBS’s head of European luxury goods is here to explain how this sector proved its premium valuation in a turbulent year. Plus: what might…
UBS Global Visionaries: Vicki Saunders and Eva Lindholm
We meet another of the inspirational thought leaders and innovators who UBS support and celebrate through its Global Visionaries programme. This time it’s the turn of SheEO founder Vicki Saunders, who joins us in convers…
The Biden presidency and the US in 2021
Donald Trump’s legal manoeuvres failed to affect the formal electoral vote count in each of the states. President-elect Joe Biden garnered 306 electoral votes, which is likely to be enough to ensure a formal declaration by…
Brexit update
Our panel gauges the impact of a fraught week of will they/won’t they negotiations in Brussels over the prospects for a last-minute trade deal. Up for discussion are the near-term risks, as well as consideration of some key…
‘Profit and Prejudice’
‘Profit and Prejudice: The Luddites of the Fourth Industrial Revolution’ is the brilliant new book by one of this programme’s regular voices, Paul Donovan, chief economist of UBS Global Wealth Management. In the book,…
The 5G opportunity
Following the launch of Apple’s first 5G phone and with 5G applications set to generate trillions of dollars of economic value in the next decade, our panel considers whether 5G is the ‘next big thing’ for investors.
The Year Ahead 2021
The latest annual investment research report from the CIO of UBS Wealth Management is subtitled (perhaps inevitably given the last nine months) ‘A Year of Renewal’. Our panellists explore how best to navigate the next 12…
