The Bulletin with UBS Monocle Radio
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- Wirtschaft
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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.
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UBS Global Consumer & Retail Conference
Reflections from the UBS Global Consumer & Retail Conference that took place last week in New York. We invite three UBS experts, including US Hardline/Broadline and Food Retail Analyst Michael Lasser, to share their insights into the key narratives that emerged both from the main sessions and on the margins.
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The Art Basel & UBS Global Art Market Report 2024
The eighth annual Art Basel & UBS Global Art Market Report, authored by renowned cultural economist Clare McAndrew, once again provides a comprehensive, macroeconomic analysis of the state of the global art market in the preceding 12 months. We discuss the findings with McAndrew, Art Basel CEO Noah Horowitz and UBS Global Wealth Management chief economist Paul Donovan.
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International Women’s Day special
We mark International Women’s Day by taking a deeper dive into a report from the Chief Investment Office (CIO) of UBS Global Wealth Management, which explores how women can realise their lifetime investment goals. With Marianna Mamou, head of advice beyond investing in the UBS CIO.
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The UBS Financial Services Conference
Takeaways from the 2024 edition, which took place in Key Biscayne, Florida, last week, featuring key industry figures discussing the state of the sector, the dynamics of the year so far and the direction of travel. We get a summary of the event from Brennan Hawken, who covers capital markets in the equity research department at UBS, and Erika Najarian, who heads large cap bank research.
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ElectionWatch: implications of a potential rematch
We kick off our coverage of the UBS Global Wealth Management Chief Investment Office ‘ElectionWatch’ series. These reports take the US investment temperature in the build-up to November’s presidential election. The edition published earlier this month and authored by our guest, Tom McLoughlin, managing director and head of fixed income and municipal securities for UBS, is titled, ‘Implications of a potential rematch’.
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A milestone for the S&P 500
The S&P 500 closed above 5,000 for the first time last week, having risen almost 5.5 per cent this year. This follows a more than 24 per cent rally for the benchmark US index in 2023 and means that it has doubled since the pandemic-induced low of March 2020. Kiran Ganesh of UBS explains what this means for investors and discusses the potential effect of the ongoing US general-election campaign.
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