The Bulletin with UBS

‘The Red Thread’ publication by UBS Asset Management is released bi-annually and tackles topics from different angles to help readers find common threads and make sense of important trends. We focus on a chapter from the recent Disruption edition of ‘The Red Thread’ unpacking the history – and looking to the future – of lending disruption. Featuring John Popp, Joe Sciortino and Rodrigo Trelles.See omnystudio.com/listener for privacy information.

We discuss the effect of Joe Biden’s decision not to stand for re-election and throw his support behind vice-president Kamala Harris. What does the move mean for the race? And what does that mean for investors as we head towards November’s vote? Joining the show are Tom McLoughlin, UBS senior fixed income strategist, and David Lefkowitz, UBS head of US equities.See omnystudio.com/listener for privacy information.

We look ahead at H2 2024 and, more specifically, towards November’s US presidential election. With the US deciding its next leader, AI continuing to advance and interest rates likely to be cut, there is much for investors to focus on as they consider their options this year and beyond. Looking ahead for us on the show are Kiran Ganesh, Dominic Schnider and Nadia Lovell of UBS.See omnystudio.com/listener for privacy information.

The UBS Global Wealth Report has been at the forefront of insights into household wealth for 15 years and has become a key reference point for all those interested in trends shaping wealth across the world. Featuring analysis from UBS Global Wealth Management chief economist Paul Donovan and Economist Samuel Adams. See omnystudio.com/listener for privacy information.

This is the 30th edition of the UBS Reserve Management Seminar, one of the most authoritative depictions of official reserve-management activities available. This iteration includes the views of some 40 central banks, covering geopolitics, currencies, asset allocation and, this year, reform of financial infrastructure. With Massimiliano Castelli and Philipp Salman from the global sovereign-markets team in UBS. See omnystudio.com/listener for privacy information.

Like other game-changing technologies before it, artificial intelligence is expected to unleash new wealth creation, resource reallocation and societal change. But the precise forms that this will take – and at what speed – is difficult to predict. Richard Mylles, the author of a new UBS Sustainability and Impact Institute report on the theme, joins us to explain how AI’s consequences for human capital can be optimised, focusing on education, productivity and health.See omnystudio.com/listener for privacy information.

The UK goes to the polls on 4 July for a hotly anticipated general election. With manifestos being published and the usual media circus in full flow, we take a look at some of the key economic questions that are dominating the agenda ahead of the decisive day at the ballot boxes. With Anna Titareva, Jason Napier and Zachary Gauge of UBS.See omnystudio.com/listener for privacy information.

Today’s agrifood industry produces enough calories to feed the global population but it creates negative externalities across the climate, nature and health sectors. Global sustainability goals have changed what crops the agrifood industry grows and how. Such dynamics leave the sector structurally unprepared to deliver on these goals. However, deploying mature, high-impact investable solutions in the short term that strengthen innovation could be a boon to the industry. The UBS Sustainability and Impact Institute report analyses promising solutions and outlines the role of capital markets and investors in facilitating their development and deployment. We discuss this with William Nicolle, ESG analyst in the UBS Sustainability and Impact Institute.See omnystudio.com/listener for privacy information.

The director of Art Basel in Basel, Maike Cruse, joins us to reveal how the fair is celebrating 30 years of collaboration with global lead partner UBS. Together they commissioned artist Petrit Halilaj who has created a special installation for the façade of the former Hotel Merian. Plus: UBS Group CMO John McDonald explains why the bank’s partnership with Art Basel continues to make an impact after 30 years.See omnystudio.com/listener for privacy information.

This special edition recorded at the UBS Asian Investment Conference in Hong Kong features a selection of fascinating conversations and insights we recorded at our Monocle pop-up studio at the Four Seasons. Featuring Professor Paul Romer, Naomi Schiff, Vivian Siu, Dr Jordan Nguyen, Dr Amy Kruse, Martin Yule and Richard Schellbach. See omnystudio.com/listener for privacy information.