Monocle 24: The Bulletin with UBS

To mark International Women’s Day, we dive into a new report from the UBS CIO entitled ‘Women and Investing: Planning for Your Legacy’. The report trains a lens on the goal of legacy: how women investors define it, the best allocation of resources to meet those objectives and the importance of putting a financial plan in place for the smooth transfer of wealth. Marianna Mamou, head, advice beyond investing in the Chief Investment Office of UBS Global Wealth Management and author of the report, joins us to explain more.

UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss some of the perennial issues with GDP as a metric and how the fourth industrial revolution is upending its primacy as a measure of growth.

A special programme marking the anniversary of Russia’s invasion of Ukraine and the creation of the Ukraine Relief Fund by the UBS Optimus Foundation: an extraordinary mobilisation of capital and a triumph of collaboration. With us to reflect on its prospects and imperatives for the future are the CEO of the Optimus Foundation and the leaders of two local partners whom UBS has supported in their vital work on the frontlines.

Further highlights from UBS’s annual flagship event, the 23rd edition of which took place last month with the theme, ‘The Way Ahead’. UBS global chief economist Arend Kapteyn, chief European economist Reinhard Cluse, their US counterpart Jonathan Pingle and head of Asia economics Tao Wang discuss the global economic and policy outlook.

How best to close the ‘funding gap’ that exists between female entrepreneurs and their male counterparts? We discuss the winner of the UBS Female Founder Award and ask how this recognition is helping to bridge the gap and move the needle towards a more equitable distribution of funding and opportunities. Marianna Mamou, head Advice Beyond Investing in the UBS CIO, and Emma Wheeler, head of the Women’s Wealth Programme in UBS’s Wealth Management business, tell us about the 2022 award-winner Danielle Lawrence, co-founder and CEO of Freyda Limited.

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.

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.

We dive into the latest compelling report from UBS Global Wealth Management’s chief investment office and learn why its authors have described the next 12 months as a “year of inflections”. The editor in chief of the report is one of this programme’s regulars, Kiran Ganesh. He joins us to outline the factors that have shaped the bank’s house view for 2023.

In the latest in an occasional series, the chief economist in UBS Global Wealth Management, Paul Donovan, joins the show to talk us through some of the key topics that he has been following and writing about as we enter 2023. Today’s programme explores what profit-driven inflation might mean.

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.