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.

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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.

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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.

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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?

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UBS is counting down to this year’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. In part two, UBS’s Nathaniel Gabriel discusses the ascent of the aviation sector.

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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.

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This week we’re joined by UBS's Emma Wheeler and Marianna Mamou to discuss their work on women’s wealth and supporting female entrepreneurs. Plus: Meet the 2025 UBS Female Founder Award winner, Databento's CEO, Christina Qi.

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Our series reviewing the UBS European Conference concludes with a focus on central banks. Our guests discuss the outlook for the US and Europe, and a new AI-based tool that tracks central-bank tone and sentiment.

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