What’s next for Germany?

With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for investor confidence? Featuring Maximilian Kunkel, strategist at UBS Switzerland; and Sam Adams, economist for UBS in London.See omnystudio.com/listener for privacy information.

To mark International Women’s Day, we hear from four inspirational female leaders in finance. They discuss gender-lens investing, the rise of female-controlled wealth and its effects on broader economics, and the challenges facing female founders seeking to raise capital. Featuring (above left to right) Anouk Hilti-Zingg of Assarée; Julia Rees Toader of independent portfolio advisory firm Princes Capital; Lu Zhang, founder and managing partner of Fusion Fund; and Ana Mahony, CEO of Addition Wealth.See omnystudio.com/listener for privacy information.

A focus on long-term structural developments influenced by technological advancement, resource scarcity and societal changes. We discuss the topics of security and safety with UBS Global Wealth Management equity analyst Achille Monnet, and head of longer-term investment themes, Alexander Stiehler. See omnystudio.com/listener for privacy information.

When looking at trade between two countries, the value of exports should be lower than the value of imports. In recent years the value of China’s exports to the US has exceeded the value of US imports from China. Why is this happening? As UBS Global Wealth Management chief economist Paul Donovan explains, this doesn’t necessarily mean that there’s a ‘Bermuda Triangle’ affecting US-bound Chinese cargo vessels.See omnystudio.com/listener for privacy information.

Exploring the findings of the new ‘Global Entrepreneur Report’ with Kiran Ganesh, head of investment communications in UBS Global Wealth Management. This is the first UBS report which has actively surveyed the opinions of entrepreneurs in the bank’s client base and its Industry Leader Network. The solicited views cover a wide range of key developments that might shape the growth of both industries and personal wealth.See omnystudio.com/listener for privacy information.

Insights on the future of women’s wealth from the Equality Lounge at The World Economic Forum’s annual meeting in Davos. Emma Wheeler, head of the Women’s Wealth programme at UBS Global Wealth Management, joins the show to discuss how to better unlock investment potential for female founders and to consider the role of women within the unprecedented transfer of wealth currently happening across genders and generations.See omnystudio.com/listener for privacy information.

The theme of The World Economic Forum annual meeting this year was “Collaboration for the Intelligent Age”. UBS Global Wealth Management chief economist Paul Donovan joins us to look back on the week and to discuss the threat posed by “scapegoat economics”.  See omnystudio.com/listener for privacy information.

We explore the latest edition of the longest-running and most comprehensive study of billionaire wealth. The 10th iteration tracks the wealth of more than 2,500 billionaires across the Americas, EMEA and APAC. As part of its research, UBS also conducted an online survey of the views of a sample of billionaire clients across the world. So what are some of the key discoveries? We discuss the report with Maximilian Kunkel, chief investment officer for global family and institutional wealth at UBS Global Wealth Management.  See omnystudio.com/listener for privacy information.

In this special edition, UBS global wealth management chief investment officer Mark Haefele discusses his new book, ‘The New Rules of Investing: Essential Wealth Strategies for Turbulent Times’. Co-written with Richard C Morais, the volume outlines Haefele’s view that new developments in everything from global affairs to demographics and technology mean that we need to change the way we think about investing.  See omnystudio.com/listener for privacy information.

In the first programme of the new year we present a selection of interviews that the Monocle team conducted this past November on the margins of the UBS Australasia Conference in Sydney. UBS gathered industry leaders, policymakers and innovators at the event to explore how topics such as productivity, healthcare and technology affect the economy and investment landscape. Our show features Paul Donovan, chief economist in UBS Global Wealth Management; Renee Lo, Singapore-based regional director at Google; Lachlan Shaw, co-head of UBS mining research; and UBS analyst Richard Schellbach.See omnystudio.com/listener for privacy information.