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Paul Donovan is responsible for formulating and presenting the UBS Investment Research global economic view, drawing on the bank’s world-wide resources. Paul co-authors the Global Economic Perspectives publication with other members of the Global Economics team and writes Global Economic Specials that focus on key topics of interests to investors. 

1.6% - The Chinese figure that matters most

(August 2015)
China's decision to allow market forces to play a greater role in determining the value of its currency prompted an overreaction in financial markets and media...Read more (PDF, 327 KB)

Previous articles
Economists and Equities (PDF, 324 KB) (July 2015)
The investment elephant in the room (PDF, 186 KB) (June 2015)
The secret story of capital spending (PDF, 133 KB) (May 2015)
The truth about inflation (PDF, 132 KB) (April 2015)
Being really, really wrong about the dollar (PDF, 128 KB) (March 2015)
A global lesson from Europe (PDF, 131 KB) (February 2015)