
The Bulletin with UBS
Insights from leading minds on global finance. Go beyond headlines for expert analysis on economic trends and key financial stories.
Latest Episodes

Nobel perspectives: Crafting economic knowledge for the real world, part one
Our latest special edition features two Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card (pictured) and 2024 laureate Daron Acemoglu reflect on their experiences.

Nobel Perspectives: Market volatility, part two
The second instalment of our special edition featuring Nobel laureates in economics whose insights inform UBS’s approach to complex questions. 2016 laureate Bengt Holmström returns to discuss the uncertain times we live in.

Nobel Perspectives: Market volatility, part one
Special edition featuring Nobel laureates in economics, whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card and 2024 laureate Daron Acemoglu (pictured) discuss the uncertain times in which we live.

Transformational innovation opportunities: AI, electrification and longevity
UBS expects structural trends such as AI, electrification and longevity to be the biggest long-term drivers in equity markets. Ulrike Hoffmann-Burchardi, GWM head of global equities, explains how smart investors can take advantage.

Action amid uncertainty: The UBS outlook
Despite a volatile year so far, there remains rewards for patient investors capable of navigating uncertainty. Kiran Ganesh, UBS GWM head of investment communications, discusses what we might learn in the remainder of 2025.

Proper copper opportunity
Dominic Schnider from UBS Global Wealth Management joins us to discuss industrial metal markets and to explain why copper might provide a compelling opportunity for smart investors with a longer-term view.

Scapegoat economics and the cost of prejudice politics
Scapegoat economics wrongly blames a particular group for problems, while prejudice politics promises to reduce that group’s influence. Paul Donovan of UBS explains what happens when prejudice fails to solve the underlying issue.

The annual UBS Reserve Manager Seminar: From soft landing to stagflation?
The seminar and accompanying survey feature the views of around 40 central banks and provide an unrivalled depiction of reserve-manager activities. Massimiliano Castelli and Shamaila Khan of UBS discuss this year’s edition. www.ubs.com/gsm

‘Global Wealth Report 2025’: What are the trends and drivers of wealth creation?
Necessary reading for those interested in the trends shaping wealth, the report covers 56 markets and more than 92 per cent of global wealth. Featuring insights from UBS economists Paul Donovan and James Mazeau.

AI disruption and opportunity: a guide for entrepreneurs
Generative artificial intelligence is a technology with potentially transformative power in any number of industries. How can smart entrepreneurs ensure that they keep pace with the transition? Achille Monnet of UBS Wealth Management explains.