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.
Oncology Impact Fund 2
15:00Special 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.
UBS Global Visionaries: Ajaita Shah of Frontier Markets
15:00This 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.
German election reaction
15:00The 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.
Navigating record highs: the Q4 outlook
15:00Global 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.
15:00We’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.
Clashing powers: the evolving US-China relationship
15:00What 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.
Where is inflation heading?
15:00What 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.
Exploring the UBS Arena
15:00Head 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.
Borrowing to meet your goals
15:00Our 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.
German elections preview
15:00Maximilian 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.