16 January 2023
Episode 432
15 minutes
We dive into the latest compelling report from UBS Global Wealth Management’s chief investment office and learn why its authors have described the next 12 months as a “year of inflections”. The editor in chief of the report is one of this programme’s regulars, Kiran Ganesh. He joins us to outline the factors that have shaped the bank’s house view for 2023.
16 January 2023
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
Nobel Perspectives: Claudia Goldin
The first of two special editions focused on investing in women and breaking economic barriers, brought to you by UBS and ‘Konfekt’, the sister publication of ‘Monocle’. Featuring insights from one of the extraordinary…
The Art Basel and UBS Survey of Global Collecting 2024
The largest survey of its kind to date, the report reveals insights into buyer behaviours and the transfer of wealth between generations of high-net-worth individuals against a backdrop of challenging economic conditions…
On biodiversity
The United Nations Biodiversity Conference recently concluded in Cali, Colombia. On today’s programme, we discuss both the event and the theme of biodiversity more generally with two leaders in the field from UBS: lead for…
The UBS International Pension Gap Index
The UBS International Pension Gap Index compares retirement systems across 25 markets based on the voluntary savings required from its participants. Its authors, James Mazeau and Elisabeth Beusch, explain why private sav…
Artificial intelligence: Sizing and seizing the opportunity
Ulrike Hoffmann-Burchardi, head CIO for equities in UBS Global Wealth Management, joins the show to discuss whether the current hype around AI technology and its adoption is justified. As capex and technical innovation…
Are key climate technologies breaking through?
A new report from the UBS Sustainability and Impact Institute explores whether key climate technologies are breaking through at the scale and pace required to address the climate crisis. William Nicolle, the author of the…
The Draghi report: a paradigm shift for the EU?
Geopolitical upheaval and increasing economic pressure have led to a rethink of the EU’s main priorities. Former ECB president Mario Draghi’s long-awaited report on the future of European competitiveness offers a blueprint…
The UBS Global Real Estate Bubble Index 2024
We explore the annual report providing an up-to-date take on global urban-housing markets and gauges the ‘bubble risk’ in residential property markets in 25 major cities worldwide. The 2024 edition charts a second succes…
What does the US rate cut mean for investors?
Our panel reflects on the US Federal Reserve decision to cut interest rates for the first time since March 2020. Paul Donovan, chief economist in UBS Global Wealth Management and Kiran Ganesh, managing director in the UBS…
Paul Romer: Nobel perspectives
Professor Paul Romer won the 2018 Nobel Prize in Economic Sciences for his work integrating technological innovations into long-run macroeconomic analysis. In May, Romer spoke to Monocle Radio on the margins of the UBS…
Will gold keep its hold?
With the yellow metal having rallied sharply to hit new highs, our panel explains whether they think gold will keep its hold on investors. Giovanni Staunovo and Wayne Gordon from UBS explain why the policy and risk envir…
Election watch: momentum shift?
Thomas McLaughlin, managing director at the UBS Chief Investment Office, joins the show to reflect on the recently concluded Democratic National Convention in Chicago. We discuss the broader context of Kamala Harris’s…
The meaning of craft, part three
The final part of our special series exploring the meaning of craft in today’s world. Craft is not just about what you do but also how you go about doing it, and in this series, Monocle and UBS have been interrogating how…
The meaning of craft, part two
The next in our special series exploring the meaning of craft in today’s world. Craft is not just about what you do but also how you go about doing it, and in this series, Monocle and UBS are interrogating how this idea…
The meaning of craft, part one
The first in a special series exploring the meaning of craft in today’s world. Craft is not just about what you do but also how you go about doing it: the ability to gaze both backwards and forwards; to recognise heritage…
