The Bulletin with UBS

While fragmented markets, bureaucracy, complexity and high social spending might hold Europe back, there remains plenty to be optimistic about. UBS’s Burkhard Varnholt explains why Europe is rich – in both contradictions and opportunities.See omnystudio.com/listener for privacy information.

Last week, Monocle Radio was broadcasting live from the World Economic Forum in Davos, where our team welcomed two special guests from UBS Global Wealth Management: CIO Mark Haefele and CIO Americas Ulrike Hoffmann-Burchardi.See omnystudio.com/listener for privacy information.

Richard Huang of UBS explains why private markets make sense for investors taking longer-term portfolio positions. Plus: three key drivers for putting your money to work today in this space.See omnystudio.com/listener for privacy information.

Kiran Ganesh joins us with some timely updates to the UBS ‘Year Ahead’ publication, which was released back in November. Can AI innovation, fiscal spending and easing monetary policy power a new era of growth?See omnystudio.com/listener for privacy information.

Join Nathaniel Gabriel, an equity strategist at UBS, as he delves into the fascinating world of aviation innovation. He discusses how historical trends in aviation inform modern forecasting and explores key milestones from the Wright Flyer to cutting-edge designs. Gabriel highlights the role of military partnerships in accelerating flight advancements and examines the impact of government contracts on aviation projects. He also sheds light on sustainable aviation fuels and the exciting prospects of urban air mobility, showcasing how technology is reimagining the future of flight.

A special seasonal edition featuring Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. The 2024 laureate, Daron Acemoglu, reflects on the turbulent times in which we live.See omnystudio.com/listener for privacy information.

This episode features Emma Wheeler, Head of UBS's Global Women's Wealth Programme, and Marianna Mamou, Head of Device Beyond Investing. They discuss the economic benefits of investing in women-led businesses, which often outperform their peers. Christina Qi, CEO of Data Bento, shares her experiences as a female founder in finance and the challenges women face in fundraising. Wafa Al-Abaidat, founder of Playbook, emphasizes empowering women through education and investment opportunities, highlighting the importance of persistent support in this journey.

Join Jonathan Pingel, Chief US Economist at UBS, who shares insights on US growth and the tensions affecting inflation. Anna Titareva, European and UK Economist, discusses Eurozone prospects and why she believes Germany will become a growth leader by 2027. Eleanor Amoroso, Rates Strategist, introduces an innovative AI tool that tracks central-bank language and sentiment. Together, they explore the interplay of fiscal policies and the nuanced communication of central banks, revealing new ways to interpret monetary direction.

Maximilian Kunkel, Chief Investment Officer at UBS Global Wealth Management, shares insights from the UBS Billionaire Ambitions Report. He discusses the three forces shaping billionaires today: new self-made talent, inheritance dynamics, and global mobility. Kunkel highlights how the next generation prioritizes impact, particularly in technology and healthcare. He emphasizes a shift towards strategic, lower-risk investment behaviors among inheritors, particularly women, and notes the growing focus on North America for investment opportunities.

Our series reviewing the latest UBS European Conference continues with Neil Hosie, UBS Head of Execution Services and host of the event’s first Heads of Trading track, discussing markets, trading and navigating complexity.See omnystudio.com/listener for privacy information.