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The Bulletin with UBS

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 day’s big issues.

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Highlights from the UBS Australasia Conference 2024: In the first programme of the new year we present a selection of interviews that the Monocle team conducted this past November on the margins of the UBS Australasia Conference in Sydney. UBS gathered industry leaders, policymakers and innovators at the event to explore how topics such as productivity, healthcare and technology affect the economy and investment landscape. Our show features Paul Donovan, chief economist in UBS Global Wealth Management; Renee Lo, Singapore-based regional director at Google; Lachlan Shaw, co-head of UBS mining research; and UBS analyst Richard Schellbach.

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5356 Jan 2025
24 min

Highlights from the UBS Australasia Conference 2024 

In the first programme of the new year we present a selection of interviews that the Monocle team conducted this past November on the margins of the UBS Australasia Conference in Sydney. UBS gathered industry leaders, policymakers and innovators at the event to explore how topics such as productivity, healthcare and technology affect the economy and investment landscape. Our show features Paul Donovan, chief economist in UBS Global Wealth Management; Renee Lo, Singapore-based regional director at Google; Lachlan Shaw, co-head of UBS mining research; and UBS analyst Richard Schellbach.

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53430 Dec 2024
17 min

The Red Thread: diversification edition 

We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called “Magnificent Seven” tech companies. Our panel is Barry Gill, UBS Asset Management’s head of investments, Michele Gambera, head of strategic asset allocation, and Lucy Thomas, head of sustainable investing and impact.

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53323 Dec 2024
21 min

Global Visionaries special: Raphael Güller of Sweep 

Raphael Güller is the co-founder and chief product officer of Sweep, and one of the inspirational leaders who UBS supports and celebrates through its Global Visionaries programme. Raphael is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Sweep’s origin story, its involvement in this year’s UBS Pitch for Purpose event, and why it is important for UBS to champion organisations such as Sweep, which are driving solutions to the great challenges of the day.

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53216 Dec 2024
22 min

UBS Optimus Foundation: 25th anniversary special 

We mark the occasion by hearing from Tom Hall, UBS global head of social impact and CEO of the UBS Optimus Foundation Network, and from one of its partners who has already been driving change: Fabio Segura, co-CEO of the Jacobs Foundation. They discuss the importance of collaboration in delivering effective philanthropy, with a particular focus on how education can drive social equality and enduring transformational change.  

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5319 Dec 2024
27 min

Global visionaries special: Dr Daniela Marino, CEO of Cutiss 

Dr Daniela Marino is the CEO and co-founder of skin-graft innovators Cutiss and one of the inspirational leaders that UBS supports and celebrates through its Global Visionaries programme. Marino is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Cutiss’s success in this year’s UBS Pitch for Purpose event and why it’s important for UBS to champion individuals who are driving solutions to the great challenges of the day.

 

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5302 Dec 2024
16 min

Investing in women 

The second of two specials focused on breaking barriers in economics and finance, brought to you by UBS and Monocle’s sister publication, ‘Konfekt’. This show features insights from Addition Wealth founder, Ana Mahony, and business leader Rania Anderson. Thanks to the partnership with UBS, you can read more about Mahony and Anderson in ‘Konfekt’s’ winter issue, available on newsstands now.  

 

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52925 Nov 2024
19 min

What does Trump 2.0 mean for the US economy? 

UBS’s head of fixed income and co-lead of the bank’s ElectionWatch report series, Kurt Reiman, joins the show to reflect on Donald Trump’s US presidential election success. In a conversation recorded as Trump finalised appointments to his cabinet, Reiman discusses the likely direction of travel for the US economy under Trump 2.0.

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52818 Nov 2024
9 min

Nobel Perspectives: Claudia Goldin 

The first of two special editions focused on investing in women and breaking economic barriers, brought to you by UBS and ‘Konfekt’, the sister publication of ‘Monocle’. Featuring insights from one of the extraordinary cohort of economists that shapes the UBS worldview: 2023 Nobel laureate Claudia Goldin. Goldin discusses the importance of fostering economic equality and empowering financial futures for all. Thanks to the partnership with UBS, you can read more about Goldin’s work in the winter issue of ‘Konfekt’, available on newsstands now.

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52711 Nov 2024
25 min

The Art Basel and UBS Survey of Global Collecting 2024 

The largest survey of its kind to date, the report reveals insights into buyer behaviours and the transfer of wealth between generations of high-net-worth individuals against a backdrop of challenging economic conditions. This year’s edition gathered responses from more than 3,500 such collectors across 14 global markets, including new additions Switzerland, Mexico and Indonesia. The report’s author, cultural economist Dr Clare McAndrew, is joined by Paul Donovan, chief economist in UBS Global Wealth Management, and Art Basel CEO Noah Horowitz. 

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5264 Nov 2024
26 min

On biodiversity 

The United Nations Biodiversity Conference recently concluded in Cali, Colombia. On today’s programme, we discuss both the event and the theme of biodiversity more generally with two leaders in the field from UBS: lead for advocacy and nature in the chief sustainability office, Judson Berkey; and global head of sustainable and impact investing for the UBS CIO, Andrew Lee. 

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52528 Oct 2024
20 min

The UBS International Pension Gap Index 

The UBS International Pension Gap Index compares retirement systems across 25 markets based on the voluntary savings required from its participants. Its authors, James Mazeau and Elisabeth Beusch, explain why private savings are crucial to maintain an accustomed lifestyle in retirement. They explain how the index demonstrates the importance of planning and how investments can help close pension gaps. 

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52421 Oct 2024
21 min

Artificial intelligence: Sizing and seizing the opportunity 

Ulrike Hoffmann-Burchardi, head CIO for equities in UBS Global Wealth Management, joins the show to discuss whether the current hype around AI technology and its adoption is justified. As capex and technical innovation continue apace, we’ll hear more about UBS’s investment framework to identify AI opportunities, shed some light on how AI actually works and highlight its implications for everything from the global economy to sustainable development.

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52314 Oct 2024
18 min

Are key climate technologies breaking through? 

A new report from the UBS Sustainability and Impact Institute explores whether key climate technologies are breaking through at the scale and pace required to address the climate crisis. William Nicolle, the author of the report, explains that despite climate tech’s vast potential for emissions reduction, there remains a tricky road ahead as most of these technologies are economically uncompetitive or as yet too immature to easily scale. We’ll hear how processes might be improved to better understand complex dependencies, and also to better inform strategic policy, investment and organisational decisions. 

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5227 Oct 2024
13 min

The Draghi report: a paradigm shift for the EU? 

Geopolitical upheaval and increasing economic pressure have led to a rethink of the EU’s main priorities. Former ECB president Mario Draghi’s long-awaited report on the future of European competitiveness offers a blueprint for change – but can the EU shift its economic priorities and set a fresh course for growth? We’re joined by Sam Adams, economist in the UBS Global Wealth Management CIO, to discuss.

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52130 Sep 2024
15 min

The UBS Global Real Estate Bubble Index 2024 

We explore the annual report providing an up-to-date take on global urban-housing markets and gauges the ‘bubble risk’ in residential property markets in 25 major cities worldwide. The 2024 edition charts a second successive year of slightly declining risk. We are joined from UBS by the report’s editor in chief, Matthias Holzhey, and also by Fahd Iqbal for a focus on Dubai.

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