Monocle 24: The Bulletin With Ubs

To mark International Women’s Day, we dive into a new report from the UBS CIO entitled ‘Women and Investing: Planning for Your Legacy’. The report trains a lens on the goal of legacy: how women investors define it, the best allocation of resources to meet those objectives and the importance of putting a financial plan in place for the smooth transfer of wealth. Marianna Mamou, head, advice beyond investing in the Chief Investment Office of UBS Global Wealth Management and author of the report, joins us to explain more.See omnystudio.com/listener for privacy information.

UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss some of the perennial issues with GDP as a metric and how the fourth industrial revolution is upending its primacy as a measure of growth. See omnystudio.com/listener for privacy information.

A special programme marking the anniversary of Russia’s invasion of Ukraine and the creation of the Ukraine Relief Fund by the UBS Optimus Foundation: an extraordinary mobilisation of capital and a triumph of collaboration. With us to reflect on its prospects and imperatives for the future are the CEO of the Optimus Foundation and the leaders of two local partners whom UBS has supported in their vital work on the frontlines. See omnystudio.com/listener for privacy information.

Further highlights from UBS’s annual flagship event, the 23rd edition of which took place last month with the theme, ‘The Way Ahead’. UBS global chief economist Arend Kapteyn, chief European economist Reinhard Cluse, their US counterpart Jonathan Pingle and head of Asia economics Tao Wang discuss the global economic and policy outlook.See omnystudio.com/listener for privacy information.

How best to close the ‘funding gap’ that exists between female entrepreneurs and their male counterparts? We discuss the winner of the UBS Female Founder Award and ask how this recognition is helping to bridge the gap and move the needle towards a more equitable distribution of funding and opportunities. Marianna Mamou, head Advice Beyond Investing in the UBS CIO, and Emma Wheeler, head of the Women’s Wealth Programme in UBS’s Wealth Management business, tell us about the 2022 award-winner Danielle Lawrence, co-founder and CEO of Freyda Limited.See omnystudio.com/listener for privacy information.

UBS Global Wealth Management chief economist Paul Donovan joins the show to explain why investors need to start ‘watching the weight’ of different parts of the constantly shifting inflation basket. Donovan tells us why increased spending on things like energy and durables in 2021 and 2022 increases those sectors’ importance in inflation calculations for the year ahead – and how canny investors should react.See omnystudio.com/listener for privacy information.

Bloomberg’s Lulu Yilun Chen discusses her new book, ‘Influence Empire: The Story of Tencent and China’s Tech Ambition’ with UBS’s Kirsten Parker at the 2023 UBS Greater China Conference. See omnystudio.com/listener for privacy information.

We dive into the latest compelling report from UBS Global Wealth Management’s chief investment office and learn why its authors have described the next 12 months as a “year of inflections”. The editor in chief of the report is one of this programme’s regulars, Kiran Ganesh. He joins us to outline the factors that have shaped the bank’s house view for 2023.See omnystudio.com/listener for privacy information.

In the latest in an occasional series, the chief economist in UBS Global Wealth Management, Paul Donovan, joins the show to talk us through some of the key topics that he has been following and writing about as we enter 2023. Today’s programme explores what profit-driven inflation might mean.See omnystudio.com/listener for privacy information.

The last in our series of specials exploring the key panels and themes from the 2022 edition. After programmes on cryptocurrencies and monetary policy, we turn the lens on private equity. Joining the programme is Simona Maellare, who runs Alternative Capital Group globally for UBS.See omnystudio.com/listener for privacy information.

Explore a compelling report with a truly global scope from The UBS Optimus Foundation in APAC and project partners Mana Impact and EnviroStrat. The report demonstrates how nature-based solutions can be better understood and employed to address global environmental and biodiversity challenges. With Optimus Foundation’s CEO Maya Ziswiler, Patti Chu of Mana Impact and EnviroStrat’s Cerasela Stancu.See omnystudio.com/listener for privacy information.

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 the laureates recognised in 2020 for their improvements to auction theory and the inventions of new auction formats.See omnystudio.com/listener for privacy information.

In the first of an occasional series, Paul Donovan, the chief economist at UBS Global Wealth Management, joins the show to talk us through some of the key topics that he’s been following and writing about in the latter half of 2022. Today’s programme explores the supply-demand imbalance. See omnystudio.com/listener for privacy information.

‘The Green Inflection Point’ is a new white paper from the UBS Sustainability & Impact Institute. Two members of the institute – Francis Condon, head of thematic engagement at UBS Asset Management and Adam Gustafsson, who works for the UBS AM data science team, – discuss some of the key actions that the financial sector must take to accelerate decarbonisation of the real economy.See omnystudio.com/listener for privacy information.

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 on causal relationships, and discuss how natural experiments can lead to more credible research. See omnystudio.com/listener for privacy information.

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 Investment Bank: chief European economist Reinhard Cluse and his US counterpart, Jonathan Pingle. See omnystudio.com/listener for privacy information.

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 from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. We discuss his newest book, “Noise: A Flaw in Human Judgement”, and consider how noise infiltrates different parts of society. See omnystudio.com/listener for privacy information.

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. See omnystudio.com/listener for privacy information.

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 McLoughlin, head of fixed income for the Americas, and Nadia Lovell, senior US equity strategist. Plus: Lydia Saad, director of US social research at Gallup, on what the latest polling reveals about voter priorities.See omnystudio.com/listener for privacy information.

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 from its co-founder about the Gender Smart Investing Summit and the ‘State of The Field 2022’ report. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan.See omnystudio.com/listener for privacy information.