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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
Nobel Perspectives: Guido Imbens
To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week, we hear from Guido Imbens, the 2021 winner for his work…
UBS European Conference review part II: monetary policy
The next in our series of specials exploring the key panels and themes from the 2022 edition. After our programme on cryptocurrencies and before we turn the lens on private equity, we focus on monetary policy. Joining the programme on either side of the Atlantic are two great guests from…
UBS European conference review part I: cryptocurrencies
The first of a series of specials exploring the key panels and themes from the 2022 edition. Ahead of programmes focused on monetary policy and private equity, we begin with a deep dive into cryptocurrencies and CBDCs with James Malcolm, UBS Head of FX strategy and cryptocurrency research.
The US midterm elections
We count down to the vote on 8 November, gauge the state of the race, consider the key questions that are shaping the discourse and ask what all of this means for investors. Hear from two of the key contributors to UBS’s ElectionWatch as they report on the theme: Tom…
Nobel perspectives: Daniel Kahneman
To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from Daniel Kahneman, winner in 2002 for integrating insights…
Gender lens investing
Gender lens investing is an attempt to address one of the great inefficiencies of the financial system: its failure to effectively channel money to female entrepreneurs and female-led businesses. Gender Smart is a global field-building initiative dedicated to unlocking the deployment of strategic, effective gender-smart capital at scale. We hear…
The UBS Global Real Estate Bubble Index 2022
We explore the annual report that brings an up-to-date take on global urban-housing markets and gauges the “bubble risk” in the residential property markets of 25 major international cities. The 2022 edition sets a scene characterised by strong house-price growth, high imbalances in certain geographies and ongoing issues around affordability.…
Focus on private markets: the food revolution
On last week’s programme we dipped into the UBS Global Wealth Management CIO Q4 outlook and (among other things) we talked about private markets with alternative-investment strategist Antoinette Zuidweg. She is back this week to share further private-market insights – this time focusing on the longer-term investment theme of the…
Discovering resilience
The 4Q outlook from the UBS Global Wealth Management CIO explains why a third quarter characterised by volatility means that the time is right to be invested, diversified and selective. Our panel outlines the themes that represent CIO market preferences: defensives, income, value, diversity and security. With Vince Heaney and…
Nobel perspectives: David Card
To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to share insights, discuss their research and open their inquiring minds. This week we hear from David Card, 2021’s winner for his contribution in the field of…
