The UBS Greater China Conference part II: Global economic outlook
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.
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Weitere Episoden von „The Bulletin with UBS“
23:02We discuss the recent longer-term investment paper from UBS Global Wealth Management’s chief investment office, which is focused on the metaverse. Our panel explains that while the full realisation of the metaverse may take as long as a decade to occur, they expect iterative improvements in related infrastructure, AI and experiences over the next few years. With insights from the report’s lead authors Kevin Dennean, Michelle Laliberte and Antoinette Zuidweg.See omnystudio.com/listener for privacy information.
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The rise of the impact economy – part 2
31:15The second of a double bill exploring the impact economy. Prompted by a new white paper from The UBS Sustainability & Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS S&I Forum was established last year to drive the discourse and today we meet one of its founding members, CEO of Conexus Financial, Fiona Reynolds. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan.See omnystudio.com/listener for privacy information.
The rise of the impact economy – part 1
30:30The first of a double bill exploring the impact economy. Prompted by a new white paper from the UBS Sustainability and Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS Sustainability and Impact Forum was established last year to drive the discourse and today we meet one of its founding members, Sir Partha Dasgupta, Professor Emeritus of Economics at the University of Cambridge. Much of Sir Partha’s celebrated research has covered ecological economics.See omnystudio.com/listener for privacy information.
Emerging markets focus
11:20Though not wholly immune to ongoing stresses in the global banking sector, emerging markets seem to be marching to a different beat. Alejo Czerwonko, chief investment officer emerging markets Americas at UBS, explains why and tells us what this means for portfolio positioning.See omnystudio.com/listener for privacy information.
Why alternatives matter
13:00Traditional equity-bond diversification failed to protect investors in 2022. Antoinette Zuidweg, alternative investment strategist at UBS Global Wealth Management, explains the role that alternatives can play in challenging times.See omnystudio.com/listener for privacy information.
Global Visionaries special: Education Partnerships group
26:17Meet Kate Dooley, CEO of Education Partnerships and another of the inspirational thought-leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. In this special episode, Kate is joined by Tom Hall, global head of Social Impact and Philanthropy at UBS, to discuss the power of collective philanthropy at Monocle’s headquarters in Zürich.See omnystudio.com/listener for privacy information.
Please adjust your data set
9:30UBS 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.
Q2 Outlook: Stability amid uncertainty
21:18With inflection points in interest rates and economic growth ahead, staying focused on the long term, mitigating risks, managing opportunity costs and seizing attractive returns will be among the key challenges. So what should smart investors do?See omnystudio.com/listener for privacy information.
Art Basel Hong Kong special
18:10Global lead partner UBS has been celebrating the return of the fair with a programme to drive engagement and increase access to art in the local community. We learn more about how UBS drives its programmes of public engagement, hear from the director of the fair and speak to the manager for APAC of UBS’s extraordinary corporate art collection.See omnystudio.com/listener for privacy information.