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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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The Art Basel and UBS Global Art Market Report 2025: The ninth annual Art Basel and UBS Global Art Market Report, compiled by Dr Clare McAndrew of Arts Economics, provides a comprehensive, macroeconomic analysis of the state of the global art market in the past year. It examines the industry’s various segments, including galleries, dealers, auction houses and art fairs, and assesses their performance against the backdrop of changes in global economics and wealth. We hear from McAndrew, Art Basel CEO, Noah Horowitz, and Paul Donovan of UBS.

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Episode	Date	Description	Download	Play
549	14 Apr 2025 27 min	The Art Basel and UBS Global Art Market Report 2025 The ninth annual Art Basel and UBS Global Art Market Report, compiled by Dr Clare McAndrew of Arts Economics, provides a comprehensive, macroeconomic analysis of the state of the global art market in the past year. It examines the industry’s various segments, including galleries, dealers, auction houses and art fairs, and assesses their performance against the backdrop of changes in global economics and wealth. We hear from McAndrew, Art Basel CEO, Noah Horowitz, and Paul Donovan of UBS.	Download Share X Facebook LinkedIn LINE Email	Play
548	7 Apr 2025 21 min	Trump’s trade war Donald Trump’s tariffs amount to a generational shift in US economic policy, with the measures bringing the effective tariff rate on imports into the US to its highest level in at least 100 years. Markets have since been digesting the fallout, with equities dropping sharply, bonds and gold rallying, and the US dollar depreciating against most major currencies. We’re joined by Kurt Reiman, head of fixed income at UBS in New York, to consider the outlook from here, discuss the effects on economies and markets, and ponder – as ever – what smart investors should do.	Download Share X Facebook LinkedIn LINE Email	Play
547	31 Mar 2025 21 min	Gender-lens investment special We are joined by the authors of a new UBS report that takes a detailed look at the state of women in the world, gauging gender-equality progress thus far and seeking to understand the remaining barriers. “Gender-Lens Investment: The State of Women in 2025” explores how investors can continue to intentionally align their capital in ways that dislodge the barriers that women face and promote the realisation of their full potential. Amantia Muhedini and Antonia Sariyska of the UBS Global Wealth Management CIO join to discuss.	Download Share X Facebook LinkedIn LINE Email	Play
546	24 Mar 2025 10 min	Can gold shine brighter still? Gold prices soared to another all-time high this week, breaking through the $3,000 per ounce barrier. With the price having reached UBS Global Wealth Management CIO’s long-held target, can it continue to rally? Wayne Gordon, managing director in the UBS CIO in Singapore, joins us to discuss what’s next.	Download Share X Facebook LinkedIn LINE Email	Play
545	17 Mar 2025 26 min	‘Global Investment Returns Yearbook 2025’ This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London Business School and Professor Elroy Dimson of the University of Cambridge. The latest edition explores how 125 years of historical data can provide crucial insights for the future. Featuring Marsh, Kiran Ganesh and Tim Ramskill.	Download Share X Facebook LinkedIn LINE Email	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

Business / Podcast

The Bulletin with UBS

Latest episode

Latest episodes

The Art Basel and UBS Global Art Market Report 2025

Trump’s trade war

Gender-lens investment special

Can gold shine brighter still?

‘Global Investment Returns Yearbook 2025’

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