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FromThe Bulletin with UBS

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FromThe Bulletin with UBS

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Length:

10 minutes

Released:

Apr 9, 2023

Format:

Podcast episode

Description

UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss the challenge of navigating between reported data and economic reality. How do statisticians make sense of this? And what can smart investors do to ensure that their portfolios are positioned correctly?See omnystudio.com/listener for privacy information.

Released:

Apr 9, 2023

Format:

Podcast episode

Titles in the series (100)

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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The UBS CIO Q3 Outlook by The Bulletin with UBS
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The global supply-demand imbalance: 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. by The Bulletin with UBS
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Nobel Perspectives: Guido Imbens: 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. by The Bulletin with UBS
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Gender lens investing: 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. by The Bulletin with UBS
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The future of US-China engagement by The Bulletin with UBS
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How can currencies affect your wealth strategy? by The Bulletin with UBS
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UBS European Conference review – Part III: Private Equity: 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. by The Bulletin with UBS
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The UBS Global Real Estate Bubble Index 2022: We explore the annual report that brings an up-to-date take on global urban-housing markets and gauges the “bubble risk” in the residential property markets of 25 major international cities. The 2022 edition sets a scene characterised by strong house-price growth, high imbalances in certain geographies and ongoing issues around affordability. It also charts the increase in household leveraging and how the return of people to major cities continues to drive urbanisation. With Matthias Holzhey, Dean Turner and Jonathan Woloshin. by The Bulletin with UBS
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Focus on private markets: the food revolution: On last week’s programme we dipped into the UBS Global Wealth Management CIO Q4 outlook and (among other things) we talked about private markets with alternative-investment strategist Antoinette Zuidweg. She is back this week to share further private-market insights – this time focusing on the longer-term investment theme of the food revolution. Plus: Wayne Gordon explains how investors can position themselves to take advantage in this space. by The Bulletin with UBS
15 min listen
The UBS House View Monthly by The Bulletin with UBS
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UBS Global Visionaries: Christoph Gebald of Climeworks by The Bulletin with UBS
21 min listen
Spotlight on food security by The Bulletin with UBS
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Highlights from the UBS Greater China Conference part I: China’s technological ambitions: 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. by The Bulletin with UBS
19 min listen
The UBS CIO thematic guide by The Bulletin with UBS
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Inflation weight-watching: 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. by The Bulletin with UBS
11 min listen
Nature-based Solutions: 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. by The Bulletin with UBS
23 min listen
The UBS Reserve Manager Survey 2023 by The Bulletin with UBS
21 min listen
Nobel perspectives: David Card by The Bulletin with UBS
14 min listen
UBS European Conference review part II: monetary policy: 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. by The Bulletin with UBS
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UBS European conference review part I: cryptocurrencies: 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. by The Bulletin with UBS
20 min listen

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Please adjust your data set

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Titles in the series (100)

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