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Monocle 24: The Bulletin with UBS
25 minutes | Oct 18, 2021
Oncology Impact Fund 2
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.
23 minutes | Oct 11, 2021
UBS Global Visionaries: Ajaita Shah of Frontier Markets
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.
16 minutes | Oct 4, 2021
German election reaction
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.
20 minutes | Sep 27, 2021
Navigating record highs: the Q4 outlook
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.
18 minutes | Sep 20, 2021
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.
20 minutes | Sep 13, 2021
Clashing powers: the evolving US-China relationship
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.
19 minutes | Sep 6, 2021
Where is inflation heading?
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.
24 minutes | Aug 30, 2021
Exploring the UBS Arena
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.
22 minutes | Aug 23, 2021
Borrowing to meet your goals
Our panel from the UBS Global Wealth Management CIO on reasons to borrow, how debt can help investors meet their goals – and why its costs and risks should be managed rather than avoided.
26 minutes | Aug 16, 2021
German elections preview
Maximilian Kunkel of UBS Global Wealth Management CIO and Monocle’s news editor, Christopher Cermak, look ahead to Germany’s federal elections on 26 September. Historically, the country’s elections have not been a major concern for investors, as the electoral system favours stability and evolution. While this will remain the case, the balance of power in German politics is shifting. Our panel discusses what that shift looks like and considers what it means for investors.
15 minutes | Aug 9, 2021
The Future of Space Tourism – revisited
An updated Q Series report from UBS Global Research explores how the rollout of space tourism and the resulting revenues are aiding the development and democratisation of the space ecosystem. There is now a greater amount of private capital and investor interest, with a number of space-related businesses and new forms of aviation companies coming to the market. Up for discussion are the effects of the coronavirus pandemic, the pace of technological advance and how setbacks and delays have shaped the sector.
29 minutes | Aug 2, 2021
UBS Global Visionaries: Kamran Khan of BlueDot
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 Kamran Khan, founder and CEO of BlueDot. The company’s mission is to protect people around the world from infectious diseases by combining medical expertise with advanced data analytics to track and anticipate disease risks.
16 minutes | Jul 26, 2021
Currency markets: shifting gears
This new report from UBS Global Wealth Management explains how and why its CIO is updating forecasts to reflect a neutral view on the US dollar this year. We’ll hear from one of our regular chroniclers of currency market moves in London and from one of the report’s co-authors in Zurich. They’ll talk about the ongoing coronavirus situation, central bank intentions, inflationary pressures, where we are in the economic recovery and what all of this means for currency markets.
11 minutes | Jul 19, 2021
Private equity opportunities in the digital era
The lifecycle of digital data offers opportunities for private equity investors along the value chain. Applications and services that help to create, store, secure and analyse rapidly growing amounts of data will be beneficiaries in the digital era. Two of the authors of a new report from UBS Global Wealth Management unpack the digital trends that will shape the next decade and beyond, and how these trends shape investment opportunity.
20 minutes | Jul 12, 2021
Q3 outlook: ideas for growth, income and protection
How fast is the post-coronavirus economic recovery happening and what does this mean for markets? Our panel explores ideas for growth, income and protection and addresses some key questions at the top of investors’ minds after a first half of 2021 that delivered faster-than-expected vaccine rollouts, a bigger-than-expected US fiscal stimulus, higher-than-expected inflation and strong economic and corporate earnings growth.
38 minutes | Jul 5, 2021
Art and digital technologies
An incredible acceleration in the use of digital technologies within the arts has not only enabled access but also created explosive possibilities as a medium in itself. From online viewing rooms to R&D, the applications of technology in the arts are wide-ranging and increasingly influential. In this special edition of the programme Candida Gertler of The Vov and Serpentine Galleries’ Kay Watson discuss the impact of digital technologies in the arts and how these advances have helped artists and institutions respond in today’s changing environment.
24 minutes | Jun 28, 2021
Why are LGBTQ+ investors different?
Today we’re discussing a new report from the CIO of UBS Global Wealth Management, which asks: “Why are LGBTQ+ investors different?” The reality is that these communities might need to invest differently simply because full legal and social equality doesn’t exist anywhere in the world. So how should LGBTQ+ people build investment strategies to help meet their goals? We’ll consider the investment implications of factors like family, job security, urban living and investing with values in mind.
20 minutes | Jun 21, 2021
Shifting Asia: the global engine of new mobility
We explore how Asia is looking to claim pole position in the worldwide race for electric-vehicle supremacy. China is upping the ante and funneling vast amounts of investment into its EV industry, becoming a hotbed for innovation, from batteries to autonomous-driving software. Japan and Korea, too, have entered the fray and are pledging policy support and investment to become EV powerhouses. So what do opportunities across the space look like for investors?
14 minutes | Jun 14, 2021
Investor Watch: driving change after coronavirus
The UBS Global Wealth Management ‘Investor Watch’ series documents the results of a regular survey of thousands of investors across multiple regions. Jeff Scott, head of client and advisor insights, talks us through the main findings with a particular focus on the impact of coronavirus on investor sentiment and intention. What are the new priorities for investors in a post-pandemic world?
34 minutes | Jun 7, 2021
In the studio with Jeffrey Gibson
Mary Rozell, Global Head of the UBS art collection, meets artist Jeffrey Gibson at his studio in Hudson, New York. As well as Gibson’s life and work, they discuss two pieces – 2019’s “You have set my soul on fire”’ and 2020’s “Don’t you want me like I want you” – that UBS has recently acquired for its collection. Gibson explains how these works capture a unique visual vocabulary closely linked to his Cherokee and Choctaw heritage.
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