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Latest Episodes
UBS European Conference review part two: equity markets
The latest in our series of programmes unpacking some of the key panels and themes from the 2023 edition of the UBS European Conference. This week we turn to equity markets and hear from James Arnold, global co-head of strategic insights and advisory, and Gareth McCartney, global co-head of equity…
Focus on China
What are the compelling opportunities that remain at the end of China’s multi-decade period of high growth? We focus on the country and explore its importance to investors – and to the world – through the prism of UBS’s ‘Panorama’ publication. UBS Asset Management’s head of investments, Barry Gill, and…
UBS European Conference review part one: US and European outlook
The first in an occasional series exploring some of the key panels and themes from the 2023 edition. Ahead of programmes focused on equity markets and gender equality, we begin with the outlook for the US courtesy of UBS chief US economist Jonathan Pingle. Plus: we take the temperature on…
Another “Roaring Twenties” for the US?
We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here…
The Art Basel & UBS Survey of Global Collecting 2023
Insights into the behaviours and attitudes of high-net-worth art collectors around the world. Discover why there was a greater engagement with research-based acquisitions and why these collectors are optimistic about the market in 2024. Featuring report author and renowned cultural economist Clare McAndrew and UBS chief economist Paul Donovan.
From the archive: Daniel Kahneman
Another chance to hear this special episode featuring the brilliant Daniel Kahneman. To address the big questions that shape our world, UBS has sought out a number of economic science Nobel laureates and asked them to share insights, discuss their research and open their inquiring minds. Kahneman won in 2002…
Can natural capital accounting help to meet biodiversity goals?
William Nicolle from the UBS Sustainability & Impact Institute explains how this economic approach could help to address the urgent challenge of global biodiversity loss. With biodiversity diminishing at an alarming pace, it’s clear that the world needs new tools to sustainably manage environmental resources for the long term. Can…
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,…
