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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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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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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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13430 Apr 2017
15 min

Trump’s first 100 days: 

This weekend marks the first 100 days of Donald Trump’s presidency. We hear from some of the experts at UBS who had set out their expectations of the new administration prior to the inauguration and who have been tracking it through its formative weeks, looking at decision-making, policy implementation, diplomacy and global engagement. We’ll browse the UBS CIO team’s flagship POTUS 45 reports and chart how the new president has performed against early expectations, and we’ll take a closer look at some specific days and consider what those experiences tell us about Trump’s approach to government.

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13323 Apr 2017
15 min

AI in Asia: 

Artificial intelligence could have a major impact upon Asia – and the world at large. According to a new UBS CIO report, by 2030 it will have added up to $3trn of economic value to Asia annually. We’ll explore that data with the report author and a top equity analyst, and we’ll ask how governments, firms and society can best cope with potential job losses as a result of this growth.

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13216 Apr 2017
15 min

Poll position: 

Polling and survey data came under fire last year as investors, like many others, were confounded by one political outcome after another. So how important are surveys for investors? Should we discount them or are their insights still valuable when navigating global markets?

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1319 Apr 2017
15 min

Has the US dollar had its day?: 

We ask whether investors should be positioning for a stronger or a weaker dollar and if stronger global growth led by the US inevitably means higher US-borrowing costs. Plus: is the fate of emerging markets still entwined with that of the dollar?

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1302 Apr 2017
15 min

Social innovators: 

UBS and partner Ashoka support social enterprises by bringing innovative solutions to bear on some of the world’s most pressing problems. We hear from Ashoka director Mark Cheng on why the private sector has a crucial role to play in meeting such challenges. Plus: we dip into a new social-investment toolkit, an eight-module programme devised by UBS and Ashoka to facilitate investment in the best of these enterprises.

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12926 Mar 2017
15 min

Economics of the art market: 

We delve into a sector that has traditionally been difficult to quantify. With the help of a new research project produced for UBS and Art Basel by the cultural economist Dr Clare McAndrew, we’ll try to paint a picture of the art market with all its complexities. We’ll also put it in a wider context, including considering what an investment in art can deliver beyond a conventional asset class.

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12819 Mar 2017
15 min

Hedge funds: 

Several high-profile investors have criticised the hedge-fund industry recently and the sector’s performance was somewhat challenging last year. We ask our panel of international experts about the outlook for hedge funds in 2017, the role that these vehicles should play in an investor’s strategy and the big changes that the industry is deploying to adapt to a more uncertain global outlook.

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12712 Mar 2017
15 min

Gender-lens investing: 

We’ll look at what it means and why it works with experts from UBS and Rethink Impact, the largest US-based firm investing in social-impact companies with a gender lens. And, following International Women’s Day and during Women’s History Month in the US, we’ll also hear from a pioneering woman leading a company in the Rethink Impact fund.

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