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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
Stranded assets
There is a growing schism between growth assets (high tech, resilient, high sustainability rating) and value assets (low tech, cyclical, low sustainability rating); it’s as though 90 per cent of investors were exclusively interested…
Leisure and hospitality trends
Due to the global coronavirus pandemic, investors are facing a challenge of unprecedented near-term sales declines. The head of UBS’s travel and leisure equity research team in Europe considers whether corporates can deliver sufficient…
European luxury-sector trends
What are the prospects of a return to normal in the European luxury sector this year? UBS’s head of European luxury goods is here to explain how this sector proved its premium valuation in…
UBS Global Visionaries: Vicki Saunders and Eva Lindholm
We meet another of the inspirational thought leaders and innovators who UBS support and celebrate through its Global Visionaries programme. This time it’s the turn of SheEO founder Vicki Saunders, who joins us in…
The Biden presidency and the US in 2021
Donald Trump’s legal manoeuvres failed to affect the formal electoral vote count in each of the states. President-elect Joe Biden garnered 306 electoral votes, which is likely to be enough to ensure a formal…
Brexit update
Our panel gauges the impact of a fraught week of will they/won’t they negotiations in Brussels over the prospects for a last-minute trade deal. Up for discussion are the near-term risks, as well as…
‘Profit and Prejudice’
‘Profit and Prejudice: The Luddites of the Fourth Industrial Revolution’ is the brilliant new book by one of this programme’s regular voices, Paul Donovan, chief economist of UBS Global Wealth Management. In the book,…
The 5G opportunity
Following the launch of Apple’s first 5G phone and with 5G applications set to generate trillions of dollars of economic value in the next decade, our panel considers whether 5G is the ‘next big…
The Year Ahead 2021
The latest annual investment research report from the CIO of UBS Wealth Management is subtitled (perhaps inevitably given the last nine months) ‘A Year of Renewal’. Our panellists explore how best to navigate the…
Electric vehicles: the road to cost parity
UBS Q-Series research, powered by the UBS Evidence Lab, connects the dots across asset classes, geographies and sectors. Today we explore a new Q-Series report entitled: ‘Tearing down the heart of an electric car:…
