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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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Is there a bond-market bubble?:

The former Fed chair Alan Greenspan certainly thinks so, and he’s been warning that it’s set to burst. Could he be right? Our expert panel run the rule over all the issues shaping the landscape, from long-term interest rates (which Greenspan thinks are unsustainably low) to the potential for stagflation ahead.

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14913 Aug 2017
15 min

Is there a bond-market bubble?: 

The former Fed chair Alan Greenspan certainly thinks so, and he’s been warning that it’s set to burst. Could he be right? Our expert panel run the rule over all the issues shaping the landscape, from long-term interest rates (which Greenspan thinks are unsustainably low) to the potential for stagflation ahead.

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1486 Aug 2017
15 min

The euro: five years on: 

We take the temperature of the eurozone, five years after Mario Draghi’s pivotal speech in which he pledged to do “whatever it takes” to save the euro. Our experts gauge the pace of change in the interim, ask what still needs to be done and identify the key drivers for the eurozone’s ongoing economic momentum.

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14730 Jul 2017
15 min

Inflation: 

Inflation data has been weak around the US, eurozone and UK recently. But is that the real picture? What does the situation mean for central banks – and can they keep monetary policies easy for longer?

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14623 Jul 2017
19 min

Electric vehicles: the road ahead: 

We take a drive into the UBS Q-Series Evidence Lab ‘teardown’ of the Chevrolet Bolt EV electric car. It’s a granular study of the world’s first mass-market electric vehicle and extends beyond the automotive sector into the likes of technology, chemicals, capital goods, semiconductors and more.

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14516 Jul 2017
15 min

The Rise Fund: 

The Rise Fund is mobilising private wealth for the public good. UBS has raised $325m (€285m) towards it as part of a wider $5bn (€4.4bn) commitment to impact investments in line with the UN’s Sustainable Development Goals. How do these investments enable investors to earn compelling returns at the same time as making a profound impact on society?

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1449 Jul 2017
15 min

Tail risk: 

How can investors assess and react to tail risk, whether that’s a prospective impeachment of Donald Trump, the possibility of conflict in the Middle East or turbulence from North Korea. We head across the regions to hear from our panel of experts, consider base-case, risk-case and tail-risk-case scenarios, and ask whether a diversified portfolio remains the best way to plan for unforeseen market developments.

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1432 Jul 2017
15 min

Millennials: the global guardians of capital: 

On the programme this week we discuss a new UBS white paper, ‘Millennials: the global guardians of capital. At the intersection of tech and wealth’. Join our special guests, including one of the report’s co-authors, to hear what sets the Millennials apart, chart the extraordinary wealth transfer that is to define them in the coming years, challenge some preconceptions about Millennials’ values and priorities, and attempt to better understand the opportunities available to all stakeholders who respond positively to these trends.

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14225 Jun 2017
15 min

Are central banks taking away the punchbowl?: 

Has there been something of a golden age of central bank support – and is it coming to an end? Our experts discuss the performance of these institutions since the financial crisis and consider how long their accommodative policies might continue.

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14118 Jun 2017
15 min

Philanthropy in China: 

We discuss ‘Values and Vision: Perspectives on Philanthropy in 21st Century China’, an exploratory study of philanthropic giving among China’s wealthy. Philanthropy in China is in a state of expansion, experimentation and evolution. Our special guests track the trends and developments in the sector, explain the priorities and purposes of philanthropy and look ahead at the biggest challengers and greatest opportunities of the future.

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14011 Jun 2017
15 min

The UK election: 

This week we’re discussing the outcome of Thursday’s general election in the UK. Prime minister Theresa May called the snap vote at a time when her incumbent Conservative party was flying high in the polls. But after a shaky, and frankly unconvincing, campaign the electorate dealt her a sizable blow: no working majority, and now she looks set to try and rule as a minority government. In the other corner an almost renascent Labour opposition under a revitalised Jeremy Corbyn. So yet more political turbulence this week – and the promise of more ahead, especially with Brexit discussions prominent on the agenda and now a surely even less-convincing British delegation set to head for the table in Brussels.... our panel reacts to another extraordinary night in the world of politics.

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1394 Jun 2017
15 min

China slowdown: 

Chinese retail sales, fixed-asset investment and new-lending growth all fell in April in further signs that the economy is suffering from recent government measures to curb an unsustainable expansion in credit. Although commodities have reacted badly, do stable foreign-exchange reserves suggest that China should have this slowdown under better control than in previous episodes? Our expert panel will assess all this as well as exploring the implications of new measures designed to open up the world’s third-largest bond market to offer investors more exposure to the world’s second-largest economy.

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13828 May 2017
15 min

Changing places: Europe & the US: 

Just a few months ago it was Europe facing the political risks and tepid economic data. But now that’s more a story for the US. Eurozone data has been strong, with recent numbers showing the German economy picking up speed in the first quarter, with GDP expanding by almost two-and-a-half per cent. We’ll ask our experts why this is happening, what it means going forward, and to help track how investors have been responding.

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13721 May 2017
15 min

Calm or complacent?: 

This week: are markets just calm or are investors being complacent? Despite the fact that the US equity market suffered its worst trading day in around eight months this week, in the main, volatility has been extraordinarily low. We’ll ask our expert panellists to explain why, historically, low volatility hasn’t been an indicator of future market stress. And with continuing strong earnings growth and broadly positive global economic sentiment around the world, can investors profit?

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13614 May 2017
15 min

En marche?: 

We discuss the challenges that lie ahead for France’s new president Emmanuel Macron following his sweeping election success, from industrial relations to structural reform, youth unemployment to his promise to cut €60bn in spending. Plus: what does all this mean for investors?

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1357 May 2017
15 min

Ballot and Brexit: UK update: 

Our expert panel looks ahead to next month’s UK general election and discusses how the early jockeying for position over Brexit talks is faring and what it might mean for investors. We’ll hear more about how ongoing political volatility and unpredictability are affecting both markets and investment strategy, and we’ll ask whether the suggestion that pollsters, analysts – and maybe even economists – are out of step with demographic or political realities holds water.

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