Will the second half of 2022 see stagflation or reflation, soft landing or slump? Those are four scenarios unpacked in the UBS Wealth Management CIO’s Q3 Outlook. The report’s editor in chief, Kiran Ganesh, joins Paul Donovan, chief economist of UBS Wealth Management, to discuss the findings.See omnystudio.com/listener for privacy information.

The UBS CIO Q3 Outlook

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The 2024 edition of the annual GFO report was compiled entirely in-house for the fifth year and provides the world’s largest and most comprehensive study of single family offices. UBS surveyed 320 clients globally in the first quarter and the online survey methodology was distributed to over 30 markets worldwide. So what did UBS discover this year? Here to tell us is Maximilian Kunkel, chief investment officer for global family and institutional wealth at UBS Global Wealth Management. See omnystudio.com/listener for privacy information.

UBS Global Family Office Report 2024

Renewables account for the majority of energy capacity additions globally, and governments worldwide have recently committed to triple renewables by 2030. Our UBS panellists explain how private infrastructure offers an attractive opportunity for investment as an effective portfolio diversifier and a stable source of income and returns. With Antonia Sariyska and Antoinette Zuidweg.


 See omnystudio.com/listener for privacy information.

Invest in renewable infrastructure

Cutting-edge medical technology, advances in AI and a sharper focus on healthier living mean that reaching the age of 100 could one day be the norm. But can our financial health survive just as long? UBS CIO equity strategist Wen Ching joins the show from Singapore to explain how smart portfolio planning can ensure that investors can live well for longer. See omnystudio.com/listener for privacy information.

Living well till 100

The latest instalment in our ElectionWatch series, based on reports published by the CIO of UBS Global Wealth Management. The reports look ahead to November’s potentially seismic general election in the US and consider its impact across sectors, themes and geographies. In today’s edition, Dean Turner and Thomas Wacker consider the implications of this election for Europe. As the vote draws nearer, there are potentially two key issues coming to the fore for European investors, businesses and politicians alike: trade and defence. See omnystudio.com/listener for privacy information.

ElectionWatch 2024: Implications of the US election for Europe

Professor Geoffrey Hinton, the British-Canadian computer scientist known as the “godfather of AI”, discusses the future of artificial intelligence with his former collaborator De Kai in a special edition of the programme recorded at the UBS Greater China Conference earlier this year. Does the rise of “artificial general intelligence” threaten the future of humanity?  See omnystudio.com/listener for privacy information.

The UBS CIO Q3 Outlook

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