I am the Chief Economist of UBS Global Wealth Management. I believe passionately that economics is something everyone can and should understand. We all make economic decisions all of the time. The problem is that economists tend to wrap economics in jargon and equations. We do not need to do that. It is my job to help people realise what they probably already know – by developing and explaining the UBS economic view in a clear way. To do this, I publish research (most of which you can find here), make short videos, and appear in various print and broadcast media.

I tend to think of myself as a political economist, not a mathematical economist. I get very excited about lots of things in economics. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about (to the point of writing books about them).

India’s move to net-zero to rearrange global trade flows and supply chains

Since India’s commitment last year to net-zero carbon by 2070, investors have debated the implications for global commodities given India’s status as a top-five importer of oil, LNG and coal. To address these debates, we collaborated with 30 analysts covering 16 sectors to map out India’s potential path to decarbonisation. We developed an in-house India energy model (identifying the need for solar, battery and hydrogen) to estimate the total capex needed to achieve net-zero, which we estimate at c.US$20trn over the next 50 years. In that period, we expect India to stop importing 3%/3% of current global coal/oil demand and expand its solar generation capacity by 100x. By 2040, we see global trade flows and supply chains rearranging to accommodate India’s changing status from primary energy importer to an exporter of renewable supplies.

Can India decarbonise despite increasing energy...

Head behind the scenes of the construction of the superb UBS Arena in New York. Hailed as “a new arena for a new era” this unique and incredibly innovative facility will provide a base for the New York Islanders, the only NHL franchise without a permanent home. Ahead of the November opening date, we take a virtual tour in the company of UBS’s head of brand activation and sponsorship for the Americas and the president of global partnerships for Oak View Group, the developers making what was once just a dream in Belmont Park a reality – in time for the new NHL season.

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As the world's largest wealth manager and one of the best capitalized banks in the industry, UBS has consistently ranked among the world's top financial institutions and received numerous independent industry accolades in recent years.

We invited Andrew Lee, Head of Sustainable & Impact Investing at UBS and NY Islanders fan, Evan Stern, to take an exclusive tour of UBS Arena. Watch to learn all about the ways UBS Arena is being built with sustainability in mind – and how we’re helping to build a sustainable future together.

Low-carbon hydrogen is central to national net-zero targets globally, and the number of companies announcing hydrogen strategies has been growing. To put the potential into an APAC perspective, we think hydrogen could play a much larger role in the energy mix than the 12% occupied by natural gas today (up to 400mn tons APAC hydrogen demand in our most aggressive scenario). The utility of low-carbon (green and blue) hydrogen is broadly known to the market. However, we believe markets are still moving up the learning curve regarding:

We believe stronger supplier relationships help retailers lead on growth, innovation, end-to-end cost and cash management over the long term while metrics governing these should form a key part of an ESG framework. Grocery Code Adjudicator's (GCA) annual reports give us independent, interesting insights from thousands of suppliers to integrate into investors' frameworks in our view.

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UBS Arena will be a sports and concert destination at Belmont Park, in Elmont, New York. But with sustainability and community built into its foundations, it’s much more than just an arena.