11 January 2021
Episode 327
15 minutes
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 deliver sufficient short-term damage control to enable investors in this space to look at the longer term with confidence.
11 January 2021
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
The next stage: Q2 outlook
What is the UBS Wealth Management CIO’s outlook for the second quarter of 2024? Our panellists explain why buoyant equity markets, a soft landing in the US, continued central-bank rate-cutting and the ongoing adoption of…
Global Investment Returns Yearbook
The Global Investment Returns Yearbook is the authoritative guide to historical long-run returns, most recently published by UBS with the London Business School, and covering all the main asset categories in 35 markets.
Art Basel Hong Kong special
UBS celebrated the 10th year of its proud partnership with Art Basel Hong Kong with a dynamic programme focused on artist responses to city life. We meet Chankalun, an artist who pays homage to the city’s heritage of neon…
UBS Global Consumer & Retail Conference
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 insi…
The Art Basel & UBS Global Art Market Report 2024
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…
International Women’s Day special
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…
The UBS Financial Services Conference
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…
ElectionWatch: implications of a potential rematch
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…
A milestone for the S&P 500
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…
The danger of round numbers
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.
Solving the biodiversity challenge: part 2
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…
Closing the education disadvantage gap
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…
‘Bloom or Bust’: solving the biodiversity challenge
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…
What’s ahead for crypto in 2024?
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 Manage…
Looking ahead part two: the next decade
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…
