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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
‘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, published last month by Routledge, Donovan sets out the reasons why avoiding prejudice will be critical…
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 thing’ for investors.
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 next 12 months: from whether and how the world will shift back to pre-pandemic norms to…
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: cost parity a closer reality?’ One of the authors of the piece tells us more about…
The US presidential election
As the dust settles on an extraordinary race for the White House, a panel of our regular contributors share insights into the seismic political, economic and market vibrations caused by an unprecedented election day and its aftermath.
Convertible arbitrage
Thanks to the insights of Karim Cherif and Georg Weidlich from the UBS Global Wealth Management CIO, we present the next installment in a special season of features exploring hedge funds. In part two, Georg Weidlich heads into the studio to field questions about convertible arbitrage.
Election Watch
As the final week of campaigning for the US presidential election begins, we peruse the latest Election Watch piece from the CIO in UBS Global Wealth Management. Our global panel of experts from UBS assesses the fierce political race taking place against an extraordinarily turbulent backdrop. We’ll hear from the…
An introduction to hedge funds
A special edition based on a report from Karim Cherif and Georg Weidlich in the UBS Global Wealth Management CIO. Learn how hedge funds help to reduce risk and add diversification in multi-asset portfolios, and understand how to balance strategies and styles to diversify sources of return and optimise the…
Riding the storm: Billionaires’ Insights 2020
The 2020 edition of the annual report from UBS and PwC explores how the fortunes of billionaires are continuing to polarise after a year of dramatic upheaval. Our panel explains how a cohort of billionaire innovators and disruptors has pulled ahead of its peers.
The UBS Global Real Estate Bubble Index 2020
Price bubbles refer to substantial, sustained mispricing of a particular asset, the existence of which cannot be proved – unless or until the bubble bursts. The annual UBS Index gauges the risk of such a bubble in housing markets and which cities are at the highest risk. While the spectre…
