Past webcasts

Webcast / 29.05.2020

Macroeconomic and Geopolitical Outlook

UBS Bank for Banks livestream, May 29, 2020

Program and speakers

Introduction and moderation

Christian Stolcke, UBS Global Head Banks and Head Corporate and Institutional Clients Americas

Macroeconomic outlook

Paul Donovan, UBS Chief Economist Global Wealth Management

Megatrends and long-term themes

Alexander Stiehler, UBS Head Long-Term Investment Themes

Christian Stolcke

Global Head Banks and Head of Corporate & Institutional Clients, Americas

Christian is a Capital Markets and Transaction Banking veteran who spent his career successfully growing service businesses and implementing large scale performance improvement programs across Shared Services, Operations and Technology.

Christian holds a dual role at UBS as Global Head of Banks and Head of Corporate Subsidiary Banking in the Americas, both within the Corporate and Institutional Client Business.

He is responsible for managing relationships with global banks and regulated broker from a coverage, risk and strategic perspective. Furthermore, he oversees the Transaction Banking business serviced out of Switzerland, which encompasses Cash, Securities and Trade & Export finance for Financial Institutions. Additionally, Christian manages UBS's fast growing Corporate Subsidiary Banking franchise in the Americas.

Christian received a BA/MBA degree from the University of Mannheim, Germany, as well as an MBA from Baruch College, Zicklin School of Business in New York City.

Paul Donovan

Chief Economist, UBS Global Wealth Management

Paul Donovan is the Chief Economist of UBS Global Wealth Management. He is a member of the Global Investment Committee, a UBS Opinion Leader, a sponsor of UBS Speak Up, and a UBS Pride Ally.

Paul is responsible for developing and presenting the UBS Economic Outlook, communicating the UBS view on economics, policy and politics around the world. He regularly appears in print and broadcast media, and is a reluctant tweeter on economic issues. Paul represents UBS on the B20 Trade and Investment Working Group.

He started at UBS Investment Bank as an intern in 1992, and was a global economist before moving to Global Wealth Management in August 2016.

Paul has an MA in Philosophy, Politics and Economics from Oxford University. He is an Honorary Fellow of St Anne’s College, Oxford, sitting on its investment committee, and is a member of the Vice-Chancellor’s Circle of Oxford. He holds an MSc in Financial Economics from the University of London. Paul is also a co-founder of the Peter Culverhouse Memorial Trust (a cancer research and patient care charity). He is an amateur heavyweight boxer, and a keen skier.

His views can be found at, and on his LinkedIn and YouTube profiles.

Alexander Stiehler

Head CIO Long-Term Investment Themes, UBS Global Wealth Management

After completing his studies, he initially worked as a renewable energy equity analyst in investment banking. After moving to UBS he became part of UBS Chief Investment Office.

In addition to his work as an equity analyst focusing on European industrial companies, he looks at thematic investment ideas (such as robots and automation, security & safety, waste management, water scarcity, and energy efficiency).

Alexander Stiehler is a graduate economist and a trained financial analyst. Since March 2017, he is also a Certified ESG Analyst by the European Federation of Financial Analysts Societies.