Foreign.
Hello and welcome to the Bulletin with UBS on Monocle Radio.
Each week,
the sharpest minds and freshest thinkers in finance take you beyond the numbers
and hype right to the heart of the big issues of the day.
I'm Chris Chermak, stepping in again this week for Tom Edwards.
This week we're once again focusing on one of UBS's longer term investment themes.
Now, as the name indicates,
these thematic investment ideas are based upon long term structural developments
with investment opportunities influenced by the interplay of technological advancement,
resource scarcity and societal changes.
The report we're diving into today addresses security and safety.
This is a market that benefits from those worldwide structural trends which include cyber attacks
and diverse threats to air,
water, soil quality and the global food chain.
The market also covers security solutions for traditional end users such as infrastructure
and homeowners.
Cybersecurity represents a particular focus.
We're going to hear from two UBS experts and authors of the latest LTI report on today's show,
so let's meet them.