10 April 2023
Episode 444
09 minutes
UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss the challenge of navigating between reported data and economic reality. How do statisticians make sense of this? And what can smart investors do to ensure that their portfolios are positioned correctly?
10 April 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
UBS Optimus Foundation: 25th anniversary special
We mark the occasion by hearing from Tom Hall, UBS global head of social impact and CEO of the UBS Optimus Foundation Network, and from one of its partners who has already been driving change: Fabio Segura, co-CEO of the…
Global visionaries special: Dr Daniela Marino, CEO of Cutiss
Dr Daniela Marino is the CEO and co-founder of skin-graft innovators Cutiss and one of the inspirational leaders that UBS supports and celebrates through its Global Visionaries programme. Marino is joined at Monocle’s HQ…
Investing in women
The second of two specials focused on breaking barriers in economics and finance, brought to you by UBS and Monocle’s sister publication, ‘Konfekt’. This show features insights from Addition Wealth founder, Ana Mahony, and…
What does Trump 2.0 mean for the US economy?
UBS’s head of fixed income and co-lead of the bank’s ElectionWatch report series, Kurt Reiman, joins the show to reflect on Donald Trump’s US presidential election success. In a conversation recorded as Trump finalised…
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…
