Monocle 24: The Bulletin With Ubs

Katharine Hayhoe is chief scientist at The Nature Conservancy and a member of the UBS Sustainability and Impact Institute Forum. In this follow-up to our earlier coverage of the Institute’s white paper published at the World Economic Forum, Hayhoe discusses nature-based solutions to climate and biodiversity crises. She explains how the world must invest in and work with nature to address these challenges for the sake of current and future generations. See omnystudio.com/listener for privacy information.

A special edition of the programme explores how to close the education disadvantage gap in the UK. The system fails many young people, with the gap in outcomes between richest and poorest deeply entrenched and even widening in certain regions. Joining us to explain how they’re addressing the challenge, and why collaboration is critical in driving enduring change, are five very special guests: Steve Rotheram, metro mayor of the Liverpool City Region; Sarah Payne, UK head of social impact and philanthropy at UBS; Graeme Duncan, CEO of Right to Succeed; Justine Molyneaux, CEO of Involve Northwest; and Steve Morgan, founder of housebuilder Redrow, philanthropist and chair of his eponymous foundation.See omnystudio.com/listener for privacy information.

We examine a white paper published by the UBS Sustainability and Impact Institute at the World Economic Forum Annual Meeting at Davos. ‘Bloom or Bust: Aligning Technology and Finance to Address Biodiversity Challenges’ sets out the key problems that we face, explores the efficacy of existing solutions and considers the role that a combination of finance, government action and deep partnerships can play in aiding nature’s recovery. Featuring William Nicolle of UBS and Leland Werden of ETH Zürich.See omnystudio.com/listener for privacy information.

After a strong rebound in 2023 that saw top coins increase in value by high-double to triple-digit percentages, what lies ahead for crypto assets? Michael Bolliger and Antoinette Zuidweg from the UBS Global Wealth Management Chief Investment Office tell us why the new year might bring further opportunities for trading-oriented investors who believe that they can time crypto assets – and why they remain unconvinced, for now, by disruptive real-world use-cases. See omnystudio.com/listener for privacy information.

Concluding our two-part series in which we discuss 2024 and beyond, we consider the themes set to define the next decade, with insights and observations from Paul Donovan, Kiran Ganesh, Antoinette Zuidweg and Tony Petrov.See omnystudio.com/listener for privacy information.

Kicking off a special two-part edition in which we look ahead at 2024 before expanding our horizons and considering the themes that might define the next decade. Featuring insights and observations from Paul Donovan, Kiran Ganesh, Dominic Schnider, Antoinette Zuidweg and Tony Petrov.See omnystudio.com/listener for privacy information.

With the season of giving in full swing, we take a timely look at the space with UBS Head of Social Impact & Philanthropy, Tom Hall. Tom explains what exactly his team means by “making an impact” and how collaboration amplifies successful outcomes.See omnystudio.com/listener for privacy information.

The UBS Billionaire Ambitions Report 2023 is subtitled: “Changing of the guard: The coming era of wealth succession and the drive for greater purpose”.  Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the show to discuss the findings, including the fact that – for the first time in nine editions of the report – billionaires have accumulated more wealth through inheritance than entrepreneurship. Kunkel explains how a new cohort of multigenerational families is taking shape, how this generation has its own views on legacy and ambition – and why this requires increasingly sophisticated solutions for succession planning and defining common values. See omnystudio.com/listener for privacy information.

The last in a short series of programmes discussing some of the key panels and themes from the 2023 UBS European Conference. Beatriz Martin, head of non-core and legacy at UBS, joins us to reflect on her conversation with Cherie Blair in London. Up for discussion were women’s economic equality, the importance of mentorship and the issues facing female entrepreneurs today.See omnystudio.com/listener for privacy information.

The latest in our series of programmes unpacking some of the key panels and themes from the 2023 edition of the UBS European Conference. This week we turn to equity markets and hear from James Arnold, global co-head of strategic insights and advisory, and Gareth McCartney, global co-head of equity capital markets. Up for discussion: have we reached a turning point for UK capital markets?See omnystudio.com/listener for privacy information.

What are the compelling opportunities that remain at the end of China’s multi-decade period of high growth? We focus on the country and explore its importance to investors – and to the world – through the prism of UBS’s ‘Panorama’ publication. UBS Asset Management’s head of investments, Barry Gill, and head of sustainable investing, Lucy Thomas, are here to remind us why China is so important and to address some of the main misconceptions about the country. See omnystudio.com/listener for privacy information.

The first in an occasional series exploring some of the key panels and themes from the 2023 edition. Ahead of programmes focused on equity markets and gender equality, we begin with the outlook for the US courtesy of UBS chief US economist Jonathan Pingle. Plus: we take the temperature on the other side of the Atlantic with UBS European economist Anna Titareva.See omnystudio.com/listener for privacy information.

We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here to explain why the macro picture is so unusual and what the secular trends are that will shape the supply side for good (and bad) this decade.See omnystudio.com/listener for privacy information.

Insights into the behaviours and attitudes of high-net-worth art collectors around the world. Discover why there was a greater engagement with research-based acquisitions and why these collectors are optimistic about the market in 2024. Featuring report author and renowned cultural economist Clare McAndrew and UBS chief economist Paul Donovan.See omnystudio.com/listener for privacy information.

Another chance to hear this special episode featuring the brilliant Daniel Kahneman. To address the big questions that shape our world, UBS has sought out a number of economic science Nobel laureates and asked them to share insights, discuss their research and open their inquiring minds. Kahneman won in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. Here he discusses his 2021 book ‘Noise: A Flaw in Human Judgement’ and explains how such randomness infiltrates different parts of society.See omnystudio.com/listener for privacy information.

William Nicole from the UBS Sustainability & Impact Institute explains how this economic approach could help to address the urgent challenge of global biodiversity loss. With biodiversity diminishing at an alarming pace, it’s clear that the world needs new tools to sustainably manage environmental resources for the long term. Can NCA offer the solution?See omnystudio.com/listener for privacy information.

 Angela Gichaga is the CEO of the Financing Alliance for Health and one of the inspirational innovators that UBS supports and celebrates through its Global Visionaries programme. Angela is joined at Monocle’s HQ in Zürich by Tom Hall, Global Head of Social Impact & Philanthropy at UBS, to discuss the critical importance of strengthening, scaling and sustaining community health systems.See omnystudio.com/listener for privacy information.

UBS Q-Series research connects the dots across asset classes, geographies and sectors. Today we hear from the analysts behind UBS Evidence Lab’s newest teardown of the electric car. In this most recent iteration, the EV in the frame is the latest mass-market effort from China’s number-one car maker, the BYD Seal. With Patrick Hummel and François-Xavier Bovignies.See omnystudio.com/listener for privacy information.

A special edition of the programme exploring ‘Rethink, Rebuild, Reimagine: The Untapped Opportunity and Overlooked Risk in Buildings and Structures’, a new white paper from the UBS Sustainability and Impact Institute. Two of its co-authors, the UBS ESG analysts William Nicolle and Richard Mylles, join us to explain what rethinking, rebuilding and reimagining buildings and structures can – and must – look like to best balance urban growth and sustainability.See omnystudio.com/listener for privacy information.

We discuss UBS’s annual report that assesses urban housing markets around the world and gauge the “bubble risk” in residential property markets in 25 major cities. The 2023 edition looks at the effect of the abrupt end of the low-interest-rate environment. With Matthias Holzhey, Dean Turner and Jonathan Woloshin.See omnystudio.com/listener for privacy information.