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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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Latest episode

Investing and football: the World Cup in Russia:

The World Cup kicks off in Moscow on 14 June. Our experts preview the event with the help of a new UBS report exploring the intersection of good investment practice and the beautiful game.

Latest episodes

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18920 May 2018
17 min

Investing and football: the World Cup in Russia: 

The World Cup kicks off in Moscow on 14 June. Our experts preview the event with the help of a new UBS report exploring the intersection of good investment practice and the beautiful game.

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18813 May 2018
15 min

Volatility is back: 

This week we’re asking our panel what the return of volatility, following an abnormally calm 2017, means for investors. We’ll discuss some specific markets, in particular those across Asia, as we assess the macroeconomic and geopolitical factors that are shaping the space. The panel will consider how investors should best position portfolios to capitalise on volatile markets.

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1876 May 2018
15 min

Korea opportunity: 

Our panel looks back on a historic day on the Korean peninsula and asks whether the meeting between the respective presidents of the North and South might finally signal a shift towards ending the 70-year conflict between the nations. How much we should read into the covenants undertaken by the respective administrations? What did the markets make of the moves that day? What will happen next?

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18629 Apr 2018
16 min

The century club: 

We ruminate on the rising likelihood of 100-year lifespans. Once confined to science fiction, this idea is now a minimum requirement for many of the world’s most wealthy. This is one of the findings of a new global UBS Investor Watch, the largest survey of wealthy investors in the world. With ageing populations a core UBS long-term investment theme, our panel reflects on the meaning of this global trend and discusses the key conclusions of the new research.

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18522 Apr 2018
15 min

Private capital and a sustainable world: 

This week: the fruits of a remarkable partnership between institutional investors, development banks and wealth managers in pursuit of sustainable and inclusive growth. We focus on the creation of new indices that aim to create reliable benchmarks that can measure the creation of long-term value. Our panel will remind us why collaboration is crucial and why the latest developments promise to deliver truly win-win scenarios.

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18415 Apr 2018
15 min

Sustainability and fossil fuels: 

Are sustainability and fossil fuels mutually exclusive? Our panellists share insights into how they see supply-and-demand patterns evolving and consider the implications for investors.

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1838 Apr 2018
15 min

Challenges for the tech sector: 

The tech sector has appeared embattled in recent weeks, enduring a blizzard of negative headlines regarding privacy, safety and data protection, and also in some other cases more rigorous scrutiny of the underlying technology. As a result, the sector has started to underperform the broader index. We’ll be asking: can technology stocks make a comeback or might we expect them to pause for breath... or even to slump?

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1821 Apr 2018
15 min

Change in South Africa: 

This week our panel gauges the political and economic impact of the recent leadership transition in South Africa. We’ll ask how the Zuma exit and Ramaphosa arrival have shaped the story in the terms of growth, reform and investor sentiment.

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18125 Mar 2018
15 min

Transition time: 

This week we focus on the ongoing Brexit negotiations and the breakthrough – of sorts – in terms of agreement on the transition period that’s designed to smooth the implementation of the UK’s departure from the bloc. Our panel will give us their perspective on the week’s developments and explain why they agree – or disagree – with the assertion of Brussels’ chief EU negotiator, Michel Barnier, that this week has seen a “decisive moment”.

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18018 Mar 2018
15 min

The global art market: 

This week we paint a picture of the art market with all its complexities as we delve into the Art Basel & UBS Global ‘Art Market 2018’ report. Hear from its author, one of Art Basel’s directors and one of our friends and regular panellists from UBS Wealth Management.

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17911 Mar 2018
15 min

Trade war?: 

With many people around the world talking up the prospects of a trade war given recent moves by the president of the US, we ask our panel why free trade is good for the economy. We focus on the US, of course, but also take the global temperature and compare protectionist policies around the world.

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1784 Mar 2018
15 min

Is smart mobility set for take-off?: 

The rapidly evolving landscape of technological advances could reshape the way people experience mobility. This week our panel discusses the pace and potential of change, the areas of maximum opportunity for businesses and investors alike, and hears what some of the speedbumps in the road ahead could look like.

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17725 Feb 2018
15 min

The Italian election: 

As the nation counts down to a general election our panel explores the economic and political narratives ahead of the vote. Hear their views on the most likely political outcome and what that will mean for the country – and for Europe.

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17618 Feb 2018
15 min

The US’s grand economic experiment: 

This week we’re discussing potential economic overheating in the US. What is its “grand economic experiment” and how do the politics of the day explain it? Our panel will mull the possibilities and ask what impact the moves being made in Washington today could have further down the line.

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17511 Feb 2018
15 min

Market volatility: 

This week we’re discussing a week of sell-offs in global equities. We’ll be asking our panel to explain what we’ve seen and to unpack some of the factors that might have prompted, or at least permitted, the week’s volatility. As ever we’ll gauge what the next steps might be – whether we’re talking interest rate rises, the implications of further central-bank tightening or potential opportunities for investors amid the turbulence.

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