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The Bulletin with UBS

Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.

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What’s next for Germany?:

With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for investor confidence? Featuring Maximilian Kunkel, strategist at UBS Switzerland; and Sam Adams, economist for UBS in London.

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Episode	Date	Description	Download	Play
544	10 Mar 2025 16 min	What’s next for Germany? With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for investor confidence? Featuring Maximilian Kunkel, strategist at UBS Switzerland; and Sam Adams, economist for UBS in London.	Download Share X Facebook LinkedIn LINE Email	Play
543	3 Mar 2025 26 min	International Women’s Day edition To mark International Women’s Day, we hear from four inspirational female leaders in finance. They discuss gender-lens investing, the rise of female-controlled wealth and its effects on broader economics, and the challenges facing female founders seeking to raise capital. Featuring (above left to right) Anouk Hilti-Zingg of Assarée; Julia Rees Toader of independent portfolio advisory firm Princes Capital; Lu Zhang, founder and managing partner of Fusion Fund; and Ana Mahony, CEO of Addition Wealth.	Download Share X Facebook LinkedIn LINE Email	Play
542	24 Feb 2025 18 min	Longer-term investments: security and safety A focus on long-term structural developments influenced by technological advancement, resource scarcity and societal changes. We discuss the topics of security and safety with UBS Global Wealth Management equity analyst Achille Monnet, and head of longer-term investment themes, Alexander Stiehler.	Download Share X Facebook LinkedIn LINE Email	Play
541	17 Feb 2025 17 min	Tariffs, trade and China’s ‘disappearing’ exports When looking at trade between two countries, the value of exports should be lower than the value of imports. In recent years the value of China’s exports to the US has exceeded the value of US imports from China. Why is this happening? As UBS Global Wealth Management chief economist Paul Donovan explains, this doesn’t necessarily mean that there’s a ‘Bermuda Triangle’ affecting US-bound Chinese cargo vessels.	Download Share X Facebook LinkedIn LINE Email	Play
540	10 Feb 2025 15 min	The UBS ‘Global Entrepreneur Report’ Exploring the findings of the new ‘Global Entrepreneur Report’ with Kiran Ganesh, head of investment communications in UBS Global Wealth Management. This is the first UBS report which has actively surveyed the opinions of entrepreneurs in the bank’s client base and its Industry Leader Network. The solicited views cover a wide range of key developments that might shape the growth of both industries and personal wealth.	Download Share X Facebook LinkedIn LINE Email	Play
539	3 Feb 2025 16 min	The future of women’s wealth Insights on the future of women’s wealth from the Equality Lounge at The World Economic Forum’s annual meeting in Davos. Emma Wheeler, head of the Women’s Wealth programme at UBS Global Wealth Management, joins the show to discuss how to better unlock investment potential for female founders and to consider the role of women within the unprecedented transfer of wealth currently happening across genders and generations.	Download Share X Facebook LinkedIn LINE Email	Play
538	27 Jan 2025 14 min	The threat of ‘scapegoat economics’ The theme of The World Economic Forum annual meeting this year was “Collaboration for the Intelligent Age”. UBS Global Wealth Management chief economist Paul Donovan joins us to look back on the week and to discuss the threat posed by “scapegoat economics”.	Download Share X Facebook LinkedIn LINE Email	Play
537	20 Jan 2025 16 min	The UBS Billionaire Ambitions Report We explore the latest edition of the longest-running and most comprehensive study of billionaire wealth. The 10th iteration tracks the wealth of more than 2,500 billionaires across the Americas, EMEA and APAC. As part of its research, UBS also conducted an online survey of the views of a sample of billionaire clients across the world. So what are some of the key discoveries? We discuss the report with Maximilian Kunkel, chief investment officer for global family and institutional wealth at UBS Global Wealth Management.	Download Share X Facebook LinkedIn LINE Email	Play
536	13 Jan 2025 16 min	Mark Haefele on ‘The New Rules of Investing’ In this special edition, UBS global wealth management chief investment officer Mark Haefele discusses his new book, ‘The New Rules of Investing: Essential Wealth Strategies for Turbulent Times’. Co-written with Richard C Morais, the volume outlines Haefele’s view that new developments in everything from global affairs to demographics and technology mean that we need to change the way we think about investing.	Download Share X Facebook LinkedIn LINE Email	Play
535	6 Jan 2025 24 min	Highlights from the UBS Australasia Conference 2024 In the first programme of the new year we present a selection of interviews that the Monocle team conducted this past November on the margins of the UBS Australasia Conference in Sydney. UBS gathered industry leaders, policymakers and innovators at the event to explore how topics such as productivity, healthcare and technology affect the economy and investment landscape. Our show features Paul Donovan, chief economist in UBS Global Wealth Management; Renee Lo, Singapore-based regional director at Google; Lachlan Shaw, co-head of UBS mining research; and UBS analyst Richard Schellbach.	Download Share X Facebook LinkedIn LINE Email	Play
534	30 Dec 2024 17 min	The Red Thread: diversification edition We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called “Magnificent Seven” tech companies. Our panel is Barry Gill, UBS Asset Management’s head of investments, Michele Gambera, head of strategic asset allocation, and Lucy Thomas, head of sustainable investing and impact.	Download Share X Facebook LinkedIn LINE Email	Play
533	23 Dec 2024 21 min	Global Visionaries special: Raphael Güller of Sweep Raphael Güller is the co-founder and chief product officer of Sweep, and one of the inspirational leaders who UBS supports and celebrates through its Global Visionaries programme. Raphael is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Sweep’s origin story, its involvement in this year’s UBS Pitch for Purpose event, and why it is important for UBS to champion organisations such as Sweep, which are driving solutions to the great challenges of the day.	Download Share X Facebook LinkedIn LINE Email	Play
532	16 Dec 2024 22 min	UBS Optimus Foundation: 25th anniversary special We mark the occasion by hearing from Tom Hall, UBS global head of social impact and CEO of the UBS Optimus Foundation Network, and from one of its partners who has already been driving change: Fabio Segura, co-CEO of the Jacobs Foundation. They discuss the importance of collaboration in delivering effective philanthropy, with a particular focus on how education can drive social equality and enduring transformational change.	Download Share X Facebook LinkedIn LINE Email	Play
531	9 Dec 2024 27 min	Global visionaries special: Dr Daniela Marino, CEO of Cutiss Dr Daniela Marino is the CEO and co-founder of skin-graft innovators Cutiss and one of the inspirational leaders that UBS supports and celebrates through its Global Visionaries programme. Marino is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Cutiss’s success in this year’s UBS Pitch for Purpose event and why it’s important for UBS to champion individuals who are driving solutions to the great challenges of the day.	Download Share X Facebook LinkedIn LINE Email	Play
530	2 Dec 2024 16 min	Investing in women The second of two specials focused on breaking barriers in economics and finance, brought to you by UBS and Monocle’s sister publication, ‘Konfekt’. This show features insights from Addition Wealth founder, Ana Mahony, and business leader Rania Anderson. Thanks to the partnership with UBS, you can read more about Mahony and Anderson in ‘Konfekt’s’ winter issue, available on newsstands now.	Download Share X Facebook LinkedIn LINE Email	Play

Business / Podcast

The Bulletin with UBS

Latest episode

Latest episodes

What’s next for Germany?

International Women’s Day edition

Longer-term investments: security and safety

Tariffs, trade and China’s ‘disappearing’ exports

The UBS ‘Global Entrepreneur Report’

The future of women’s wealth

The threat of ‘scapegoat economics’

The UBS Billionaire Ambitions Report

Mark Haefele on ‘The New Rules of Investing’

Highlights from the UBS Australasia Conference 2024

The Red Thread: diversification edition

Global Visionaries special: Raphael Güller of Sweep

UBS Optimus Foundation: 25th anniversary special

Global visionaries special: Dr Daniela Marino, CEO of Cutiss

Investing in women