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Business / Podcast

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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Adding alternatives to your portfolio:

The post-pandemic world will present significant challenges and opportunities for investors. The opportunities will come from longer-term structural changes that the pandemic initiated or accelerated. The challenges will come in the form of elevated volatility and lower potential returns from traditional diversifiers. The authors of a UBS report explain why allocating to alternatives can better position portfolios for the future.

Latest episodes

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30113 Jul 2020
15 min

Adding alternatives to your portfolio: 

The post-pandemic world will present significant challenges and opportunities for investors. The opportunities will come from longer-term structural changes that the pandemic initiated or accelerated. The challenges will come in the form of elevated volatility and lower potential returns from traditional diversifiers. The authors of a UBS report explain why allocating to alternatives can better position portfolios for the future.

DownloadPlay
3006 Jul 2020
15 min

Nobel perspectives: Jean Tirole: 

To help address the big questions that shape our world, UBS has asked a number of Nobel Laureates in the economic sciences to share insights, discuss their research and open their inquiring minds. This week we hear from Jean Tirole, winner in 2014 for his analysis of market power and regulation.

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29929 Jun 2020
15 min

The economics of prejudice: 

We explore the impact of the recent ruling from the US Supreme Court codifying the rights of LGBTQ people, which was a surprise verdict from a majority conservative court. Our panel explains why the extension of the protections of the 1964 Civil Rights Act to LGBTQ people is good news – and good economics.

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29822 Jun 2020
33 min

In conversation with Mary Rozell: 

In the second of our season of special programmes exploring the art world we meet Mary Rozell, global head of UBS’s collection of over 30,000 artworks. Rozell is author of ‘The Art Collector’s Handbook: the Definitive Guide to Acquiring and Owning Art’, a new edition of which is being published by Lund Humphries this summer. She discusses some tips for getting started, the growth of online salerooms – and why sharing your collection has never been more important.

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29715 Jun 2020
15 min

Future of the tech economy: 

We are living in an age defined by the confluence of technology and economic forces: the fourth industrial revolution has transformed manufacturing – and the divide between the digital world and our physical one continues to blur. Today our panel discusses a new UBS report examining how the global economy is built on the back of bits and bots – and explores how investors can benefit from its disruptive power.

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2968 Jun 2020
15 min

Nobel perspectives: Michael Kremer : 

To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to ask them to share insights and discuss their research. This week we hear from Michael Kremer, Gates Professor of Developing Societies in the Department of Economics at Harvard University and joint winner of the 2019 Nobel prize for his experimental approach to alleviating global poverty.

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2951 Jun 2020
15 min

The art market: a special edition: 

The first in a season of special programmes exploring shifts and trends in the art market – and the impact of the global pandemic. We’ll attempt to answer the big questions confronting the industry and hear from key figures navigating the crisis and beyond: from gallerists to fair directors, from auction-house executives to leading arts economists. Today the author of the annual Art Basel and UBS Art Market Report and other experts discuss both the immediate and longer-term impact of the Covid-19 crisis on the market.

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29425 May 2020
15 min

Sustainable investing after Covid-19: 

A new UBS report identifies five SI trends arising as a consequence of coronavirus. Two of its authors explain how the crisis has underscored the relevance of ESG (environmental, social and governance) considerations and how those trends will shape the longer-term sustainable-investing landscape.

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29318 May 2020
15 min

Sergio Ermotti in conversation with Tyler Brûlé: 

Sergio Ermotti has steered Swiss multinational UBS since 2011, making him the bank’s longest-serving CEO. During that time he has led the firm through economic headwinds and a major restructuring of its private banking division with a steady hand. When coronavirus struck, and many small and medium-sized enterprises in Switzerland were impacted, UBS, along with the Swiss federal government, proved to be a crucial player in assisting them with liquidity. So just how prepared was the bank for the challenges of a global pandemic? And did their very Swiss-ness help them navigate the challenge?

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29211 May 2020
15 min

Smart investment after coronavirus: 

As the market focuses on the pace of recovery, investors need to consider the structural transformations being driven by this public-health crisis. Our panel explain how investors can manage higher taxation, financial repression and moderately higher inflation, along with populism and protectionism, while navigating the transitions from global to local supply chains, and from physical to digital.

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2914 May 2020
15 min

UBS Global Visionaries: Jean Nehme, Digital Surgery: 

This week we are joined by another of the inspirational thought leaders and innovators who UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Jean Nehme, co-founder of Digital Surgery. Now part of medical technology leader Medtronic, Jean’s mission is to use digital technology to solve the problem of global surgical inequality.

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29027 Apr 2020
15 min

Healthcare and pharma after the pandemic: 

What might be the enduring impact of the pandemic on healthcare delivery? Our panel discusses whether the digitisation of the space will accelerate further. We’ll also look at diagnostics, telemedicine and pharmaceuticals, including the issue of vaccines, and discuss the risks inherent in developing new products and technologies.

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28920 Apr 2020
15 min

UBS Global Visionaries: Christina Dean, The R Collective: 

We talk to another of the inspirational thought leaders and innovators supported and celebrated by UBS through its Global Visionaries programme. Christina Dean is the founder of The R Collective, an upcycled-fashion brand that uses luxury labels’ textile waste to make sustainable clothing.

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28813 Apr 2020
15 min

By train or by plane?: 

This is the traveller’s dilemma after Covid-19 – particularly against a backdrop of broader climate-change concerns. We learn how the pandemic is showing industrialised countries what clean air means and how healthier populations cope better with disease. Two of the key authors of a recent UBS Global Research Q-Series piece share their insights and also explore the sectors most and least impacted by the outbreak.

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2876 Apr 2020
15 min

The pandemic and the developing world : 

This week we are joined by two of the inspirational thought leaders and innovators who UBS supports through its Global Visionaries programme to discuss the potential impact of the coronavirus outbreak on developing countries.

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