11 May 2020
Episode 292
15 minutes
As the market focuses on the pace of recovery, investors need to consider the structural transformations being driven by this public-health crisis. Our panel explain how investors can manage higher taxation, financial repression and moderately higher inflation, along with populism and protectionism, while navigating the transitions from global to local supply chains, and from physical to digital.
11 May 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
UBS Global Visionaries: Dr Daniel Cordaro of The Contentment Foundation
This week we are joined by another of the inspirational thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Daniel Cordaro of The Contentment…
‘Future of Humans’
A fascinating new report from UBS takes a deep dive into the changing lifestyles and rising opportunities humanity is facing in light of demographic trends and structural shifts – and considers how these forces are enabled…
A global first for sustainable investing
This week, UBS made sustainable investments (SI) the preferred recommendation for clients of its $2.6trn global wealth-management business. UBS is the first major financial institution to recommend SI over traditional…
Social enterprise after coronavirus
Several of the inspirational thought leaders and innovators who UBS supports through its Global Visionaries programme discuss how social entrepreneurs are responding to coronavirus and what they think their enterprises…
UBS Global Visionaries: Matteo Berlucchi of Your.MD
This week we are joined by another inspirational thought leader and innovator who UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Matteo Berlucchi, CEO and co-founder of Your…
Art special: artist representation
The fourth and final in a season of special programs exploring the art world looks at questions related to artist representation. Our panel, which includes collectors Agnes Gund and Komal Shah, provides an overview on bias…
The US presidential election: the global picture
UBS Global Wealth Management’s recent ElectionBrief report gauges the likely global impact of November’s US presidential election. Today’s panel – all of whom contributed to the report – considers the impact of the election…
Global Family Office Report
Exploring the research produced by UBS in partnership with their colleagues from the UBS Evidence Lab. The average assets under management of the 121 clients surveyed is significantly larger than that of any other compar…
UBS Global Visionaries: Rodrigo Garcia Gonzalez and Pierre Paslier of Notpla
This week we are joined by two more of the inspirational thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Rodrigo Garcia Gonzalez and…
Art special: digital disruption
In the third of our special programmes on the art world, we focus on the long-term potential for digital disruption – beyond the Zooms, online viewing rooms and social-media channels that have dominated our attention during…
Rethinking health and wealth in a post-coronavirus world
A new report from the UBS CIO reveals the findings of a survey of more than 3,750 investors across 15 markets globally. More than three quarters of those wealthy investors polled anticipate permanent lifestyle shifts as a…
Adding alternatives to your portfolio
The post-pandemic world will present significant challenges and opportunities for investors. The opportunities will come from longer-term structural changes that the pandemic initiated or accelerated. The challenges will…
Nobel perspectives: Jean Tirole
To help address the big questions that shape our world, UBS has asked 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…
The economics of prejudice
We explore the impact of the recent ruling from the US Supreme Court codifying the rights of LGBTQ people, which was a surprise verdict from a majority conservative court. Our panel explains why the extension of the prot…
In conversation with Mary Rozell
In the second of our season of special programmes exploring the art world we meet Mary Rozell, global head of UBS’s collection of over 30,000 artworks. Rozell is author of ‘The Art Collector’s Handbook: the Definitive Guide…
