Monocle 24: The Bulletin With UBS-logo

Monocle 24: The Bulletin With UBS

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London, United Kingdom




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.




Is there a bond-market bubble?

The former Fed chair Alan Greenspan certainly thinks so, and he’s been warning that it’s set to burst. Could he be right? Our expert panel run the rule over all the issues shaping the landscape, from long-term interest rates (which Greenspan thinks are unsustainably low) to the potential for stagflation ahead.

Duration: 00:16:59

The euro: five years on

We take the temperature of the eurozone, five years after Mario Draghi’s pivotal speech in which he pledged to do “whatever it takes” to save the euro. Our experts gauge the pace of change in the interim, ask what still needs to be done and identify the key drivers for the eurozone’s ongoing economic momentum.

Duration: 00:16:33


Inflation data has been weak around the US, eurozone and UK recently. But is that the real picture? What does the situation mean for central banks – and can they keep monetary policies easy for longer?

Duration: 00:16:24

Electric vehicles: the road ahead

We take a drive into the UBS Q-Series Evidence Lab ‘teardown’ of the Chevrolet Bolt EV electric car. It’s a granular study of the world’s first mass-market electric vehicle and extends beyond the automotive sector into the likes of technology, chemicals, capital goods, semiconductors and more.

Duration: 00:19:48

The Rise Fund

The Rise Fund is mobilising private wealth for the public good. UBS has raised $325m (€285m) towards it as part of a wider $5bn (€4.4bn) commitment to impact investments in line with the UN’s Sustainable Development Goals. How do these investments enable investors to earn compelling returns at the same time as making a profound impact on society?

Duration: 00:15:34

Tail risk

How can investors assess and react to tail risk, whether that’s a prospective impeachment of Donald Trump, the possibility of conflict in the Middle East or turbulence from North Korea. We head across the regions to hear from our panel of experts, consider base-case, risk-case and tail-risk-case scenarios, and ask whether a diversified portfolio remains the best way to plan for unforeseen market developments.

Duration: 00:14:40

Millennials: the global guardians of capital

On the programme this week we discuss a new UBS white paper, ‘Millennials: the global guardians of capital. At the intersection of tech and wealth’. Join our special guests, including one of the report’s co-authors, to hear what sets the Millennials apart, chart the extraordinary wealth transfer that is to define them in the coming years, challenge some preconceptions about Millennials’ values and priorities, and attempt to better understand the opportunities available to all stakeholders...

Duration: 00:14:25

Are central banks taking away the punchbowl?

Has there been something of a golden age of central bank support – and is it coming to an end? Our experts discuss the performance of these institutions since the financial crisis and consider how long their accommodative policies might continue.

Duration: 00:14:48

Philanthropy in China

We discuss ‘Values and Vision: Perspectives on Philanthropy in 21st Century China’, an exploratory study of philanthropic giving among China’s wealthy. Philanthropy in China is in a state of expansion, experimentation and evolution. Our special guests track the trends and developments in the sector, explain the priorities and purposes of philanthropy and look ahead at the biggest challengers and greatest opportunities of the future.

Duration: 00:13:30

The UK election

This week we’re discussing the outcome of Thursday’s general election in the UK. Prime minister Theresa May called the snap vote at a time when her incumbent Conservative party was flying high in the polls. But after a shaky, and frankly unconvincing, campaign the electorate dealt her a sizable blow: no working majority, and now she looks set to try and rule as a minority government. In the other corner an almost renascent Labour opposition under a revitalised Jeremy Corbyn. So yet more...

Duration: 00:15:29

China slowdown

Chinese retail sales, fixed-asset investment and new-lending growth all fell in April in further signs that the economy is suffering from recent government measures to curb an unsustainable expansion in credit. Although commodities have reacted badly, do stable foreign-exchange reserves suggest that China should have this slowdown under better control than in previous episodes? Our expert panel will assess all this as well as exploring the implications of new measures designed to open up...

Duration: 00:16:35

Changing places: Europe & the US

Just a few months ago it was Europe facing the political risks and tepid economic data. But now that’s more a story for the US. Eurozone data has been strong, with recent numbers showing the German economy picking up speed in the first quarter, with GDP expanding by almost two-and-a-half per cent. We’ll ask our experts why this is happening, what it means going forward, and to help track how investors have been responding.

Duration: 00:15:41

Calm or complacent?

This week: are markets just calm or are investors being complacent? Despite the fact that the US equity market suffered its worst trading day in around eight months this week, in the main, volatility has been extraordinarily low. We’ll ask our expert panellists to explain why, historically, low volatility hasn’t been an indicator of future market stress. And with continuing strong earnings growth and broadly positive global economic sentiment around the world, can investors profit?

Duration: 00:15:00

En marche?

We discuss the challenges that lie ahead for France’s new president Emmanuel Macron following his sweeping election success, from industrial relations to structural reform, youth unemployment to his promise to cut €60bn in spending. Plus: what does all this mean for investors?

Duration: 00:20:14

Ballot and Brexit: UK update

Our expert panel looks ahead to next month’s UK general election and discusses how the early jockeying for position over Brexit talks is faring and what it might mean for investors. We’ll hear more about how ongoing political volatility and unpredictability are affecting both markets and investment strategy, and we’ll ask whether the suggestion that pollsters, analysts – and maybe even economists – are out of step with demographic or political realities holds water.

Duration: 00:18:39

Trump’s first 100 days

This weekend marks the first 100 days of Donald Trump’s presidency. We hear from some of the experts at UBS who had set out their expectations of the new administration prior to the inauguration and who have been tracking it through its formative weeks, looking at decision-making, policy implementation, diplomacy and global engagement. We’ll browse the UBS CIO team’s flagship POTUS 45 reports and chart how the new president has performed against early expectations, and we’ll take a closer...

Duration: 00:18:15

AI in Asia

Artificial intelligence could have a major impact upon Asia – and the world at large. According to a new UBS CIO report, by 2030 it will have added up to $3trn of economic value to Asia annually. We’ll explore that data with the report author and a top equity analyst, and we’ll ask how governments, firms and society can best cope with potential job losses as a result of this growth.

Duration: 00:14:39

Poll position

Polling and survey data came under fire last year as investors, like many others, were confounded by one political outcome after another. So how important are surveys for investors? Should we discount them or are their insights still valuable when navigating global markets?

Duration: 00:17:16

Has the US dollar had its day?

We ask whether investors should be positioning for a stronger or a weaker dollar and if stronger global growth led by the US inevitably means higher US-borrowing costs. Plus: is the fate of emerging markets still entwined with that of the dollar?

Duration: 00:15:59

Social innovators

UBS and partner Ashoka support social enterprises by bringing innovative solutions to bear on some of the world’s most pressing problems. We hear from Ashoka director Mark Cheng on why the private sector has a crucial role to play in meeting such challenges. Plus: we dip into a new social-investment toolkit, an eight-module programme devised by UBS and Ashoka to facilitate investment in the best of these enterprises.

Duration: 00:16:17

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