Monocle 24: The Bulletin With Ubs

Informações:

Synopsis

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the days big issues.

Episodes

  • The ABCs of technology

    10/01/2022 Duration: 15min

    The trend of technological disruption affords significant opportunity for investors, not just in 2022 but through the whole of the next decade. The ABC technologies – “A” is for artificial intelligence, “B” for big data and “C” for cybersecurity – along with 5G, are expected to grow faster than the technology sector as a whole. Plugging into these growth drivers requires investors to look beyond just mega-cap technology stocks and focus on mid-cap names that could prove to be the “next big thing”.

  • The Year Ahead

    03/01/2022 Duration: 15min

    Our annual outlook on the next 12 months courtesy of the eponymous report from the UBS Global Wealth Management CIO. Our panel explains why financial markets face a year of discovery as ‘normal’ rates of growth and inflation return. Plus: how will economic policy respond after two years dominated by the effects of the pandemic? As ever, we’ll also consider some smart investment ideas for the next 12 months, from buying the winners from global growth to diversification and seeking unconventional yield.

  • The UBS Collectives

    27/12/2021 Duration: 15min

    Exploring the innovative social-impact initiative that connects UBS’s philanthropic clients on issues that matter most to them. Led by UBS’s Philanthropy Services team, UBS Collectives will help clients combine their expertise and mobilise their capital to fund initiatives that address themes like child protection, climate change, health and education. On the show to explain exactly how it works is Tom Hall, global head of philanthropy services at UBS.

  • Has luxury reached a tipping point?

    20/12/2021 Duration: 15min

    This is the last of our special editions featuring highlights from the 2021 UBS European Conference, the annual forum that brings together leading political, economic and monetary-policy experts. Over the past decade or so, the Conference has become one of the most important European industry meetings for institutional investors, corporates and policy-makers alike. This week we reflect on a panel that discussed the possibility of the luxury sector reaching a tipping point in China and the US.

  • An agile future

    13/12/2021 Duration: 15min

    UBS’s group head of human resources explains how agility, innovation and hybrid working are not only helping great businesses to thrive in the pandemic but permanently and positively reshaping the future of work.

  • Is inflation here to stay?

    06/12/2021 Duration: 15min

    In 2021 the prices of goods and services rose more than they did in any year since 2008, leading to wide-ranging concerns about the potential effects on consumer spending, interest rates and corporate margins. The UBS Wealth Management CIO’s Year Ahead suggests that inflation falls in 2022, reducing those concerns and supporting equities. But what if inflation proves somewhat stickier?

  • The UBS European Conference special: part two

    29/11/2021 Duration: 15min

    What are the pivotal issues shaping the investment landscape? Find out in the latest special edition featuring highlights from the 2021 UBS European Conference and insights from leading political, economic and monetary-policy experts. The Conference has become one of the most important European industry meetings for institutional investors, corporates and policy-makers alike. This week we feature highlights from a panel chaired by the CEO of UBS on frontiers in sustainable finance and learnings from a panel on the journey to net zero.

  • The UBS European Conference special: part one

    22/11/2021 Duration: 15min

    What are the pivotal issues shaping the investment landscape? Find out in the first of two special editions featuring highlights from the 2021 UBS European Conference, the annual forum that brings together the leading political, economic and monetary policy experts. Over the past decade or so the conference has become one of the most important European industry meetings for institutional investors, corporates and policy-makers alike. Featuring highlights from the introductory sessions on monetary policy hosted by UBS Chairman Dr Axel Weber.

  • Leading the way to net zero: the global greentech opportunity

    15/11/2021 Duration: 15min

    As Cop26 concludes in Glasgow, we take the temperature of global greentech investment opportunities, thanks to a new report from the UBS Global Wealth Management CIO. Some of the report’s co-authors describe the shift in global momentum to tackle the climate crisis, which has been happening over the last decade. While progress has been made on many fronts, including huge strides in renewable energy generation, much more remains to be done, and speed will be of the essence. So what does that process look like – and what does it mean for smart investors who are looking to make an enduring impact?

  • UBS Global Visionaries: Ginger Krieg Dosier of Biomason

    08/11/2021 Duration: 15min

    This week we are joined by another of the inspirational thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ginger Krieg Dosier of Biomason. Biomason’s mission is to reduce carbon emissions from concrete production and lead the transition to a truly planet-friendly construction industry.

  • Distributed ledgers and digital assets: a primer

    01/11/2021 Duration: 15min

    One of the editors-in-chief of this primer from the UBS CIO explains why the time was right to demystify cryptocurrencies, shine a light on the risks for investors and stress the importance of looking beyond crypto at the underlying technologies.

  • Global Real Estate Bubble Index 2021

    25/10/2021 Duration: 15min

    We discuss the findings of the fifth Global Real Estate Bubble Index, an annual study from UBS Global Wealth Management’s Chief Investment Office which gauges the “bubble risk” in the residential property market in 25 major cities around the world. On the agenda: how pandemic-related restrictions and the rise of remote working have actually weakened the case for urban housing. Plus: why a lack of affordability of home-ownership for large parts of the population has been no obstacle to price increases.

  • Oncology Impact Fund 2

    18/10/2021 Duration: 15min

    Special guests from MPM Capital and UBS Global Wealth Management discuss the second Oncology Impact Fund. The $850m fund (which follows the record-setting success of the UBS OIF 1 that we covered on this programme back in 2016) is an impact-investing initiative that invests in private and public companies that are developing innovative treatments and novel therapeutics. Hear how this reimagining of the power of investment helps to fight cancer while at the same time generating compelling financial return for investors.

  • UBS Global Visionaries: Ajaita Shah of Frontier Markets

    11/10/2021 Duration: 15min

    This week we are joined by another of the inspirational thought leaders and innovators who UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ajaita Shah, founder and CEO of Frontier Markets. Shah’s mission is to use technology to empower women entrepreneurs to provide last-mile products and services in rural India.

  • German election reaction

    04/10/2021 Duration: 15min

    The federal election delivered a much closer result than opinion polls predicted, with the SPD winning the most votes, just ahead of the CDU/CSU bloc. The Greens polled worse than expected as did the left-wing Die Linke party, making a coalition of left-leaning parties unviable. With coalition talks likely to take weeks, or even months, our panel discusses how a protracted period of coalition-building could reshape the investment agenda.

  • Navigating record highs: the Q4 outlook

    27/09/2021 Duration: 15min

    Global equities rallied to new highs in the third quarter, powered by strong economic and corporate earnings growth – particularly in the US and Europe. Unusually, this has coincided with a sharp fall in bond yields, with the US 10-year dropping as low as 1.2 per cent and US high-yield bonds now trading at around 4.4 per cent. Our panel discusses how investors can best position themselves to navigate this landscape.

  • Art Basel

    20/09/2021 Duration: 15min

    We’re off to the fair! As Art Basel makes its much-anticipated return this week, we discuss the mood among fair-goers. Plus: we take a timely look at UBS and Art Basel’s jointly published, mid-year review, ‘Resilience in the Dealer Sector’, which was authored by renowned cultural economist Dr Clare McAndrew. The survey presents an analysis of the global dealer sector in the first half of the year amid the continued challenges of the pandemic. Featuring insights from UBS Wealth Management Chief Economist, Paul Donovan, and Monocle’s Robert Bound.

  • Clashing powers: the evolving US-China relationship

    13/09/2021 Duration: 15min

    What does the evolving bilateral relationship mean for investors? The two editors in chief of a new report from the UBS global wealth management Chief Investment Office analyse the relationship and some of the key areas that define it, from trade and capital entanglement, to technology and cybersecurity.

  • Where is inflation heading?

    06/09/2021 Duration: 15min

    What caused the recent rises in inflation? We consider the implications for investors and the prospect of inflation dropping as a result of potential changes in supply and demand. Plus: a view on central banks and potential policy responses.

  • Exploring the UBS Arena

    30/08/2021 Duration: 15min

    Head behind the scenes of the construction of the superb UBS Arena in New York. Hailed as “a new arena for a new era” this unique and incredibly innovative facility will provide a base for the New York Islanders, the only NHL franchise without a permanent home. Ahead of the November opening date, we take a virtual tour in the company of UBS’s head of brand activation and sponsorship for the Americas and the president of global partnerships for Oak View Group, the developers making what was once just a dream in Belmont Park a reality – in time for the new NHL season.

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