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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
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,…
‘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…
