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Insights from leading minds on global finance. Go beyond headlines for expert analysis on economic trends and key financial stories.
Latest Episodes
Global Visionaries special: Financing Alliance for Health
Angela Gichaga is the CEO of the Financing Alliance for Health and one of the inspirational innovators that UBS supports and celebrates through its Global Visionaries programme. Angela is joined at Monocle’s HQ in Zürich by Tom Hall, Global Head of Social Impact & Philanthropy at UBS, to discuss the…
Electric vehicles: Q-Series teardown of the BYD Seal
UBS Q-Series research connects the dots across asset classes, geographies and sectors. Today we hear from the analysts behind UBS Evidence Lab’s newest teardown of the electric car. In this most recent iteration, the EV in the frame is the latest mass-market effort from China’s number-one car maker, the BYD…
‘Rethink, Rebuild, Reimagine’
A special edition of the programme exploring ‘Rethink, Rebuild, Reimagine: The Untapped Opportunity and Overlooked Risk in Buildings and Structures’, a new white paper from the UBS Sustainability and Impact Institute. Two of its co-authors, the UBS ESG analysts William Nicolle and Richard Mylles, join us to explain what rethinking,…
‘The UBS Global Real Estate Bubble Index 2023’
We discuss UBS’s annual report that assesses urban housing markets around the world and gauge the “bubble risk” in residential property markets in 25 major cities. The 2023 edition looks at the effect of the abrupt end of the low-interest-rate environment. With Matthias Holzhey, Dean Turner and Jonathan Woloshin.
European Central Banks
We discuss the decision by the ECB to raise interest rates to an all-time high of 4 per cent. What will the impact be on the Eurozone economy? And how will the Swiss National Bank react? Dean Turner and Tom Flury explain.
What happens when AI takes over?
Forget the recent hype surrounding artificial intelligence (AI) and join us for a look at the clear economic application for the new technology. Paul Donovan of UBS explains why the economics of AI are also those of disruption. Donovan also discusses the four broad areas where AI might make the…
“Marketheimer”
Millions of global theatre-goers have enjoyed the “Barbenheimer” cinematic experience this summer. But what happens if you apply the idea of two apparently incongruous events happening at the same time to markets as well as films? UBS’s Jason Draho joins us to explain how contradictory evidence and conflicting interpretations of…
Global Visionaries special: Perkins School for the Blind
Dave Power is the president and CEO of Perkins School for the Blind, as well as one of the inspirational innovators who UBS supports and celebrates through its Global Visionaries programme. Power and his team provide world-leading education services for children and young adults who have multiple disabilities and visual…
Global Wealth Report 2023
The 14th edition of the Global Wealth Report, the first launched jointly by UBS and Credit Suisse, reveals valuable insights about the state of the global economy and society, as well as the shifting meaning and potential of prosperity. Discussing the findings are Paul Donovan, chief economist in UBS Global…
Longer Term Investments: Obesity
There have been plenty of recent headlines about new, more efficacious weight-loss drugs to treat excess body fat. The global number of people with obesity continues to rise at pace – and shows no signs of falling for years to come. So what does this mean in terms of trends…
