The Bulletin with UBS | Monocle
Subscribe | Sign in

Cover art for
B

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.

RSS Feed
531

Latest episode

Global visionaries special: Dr Daniela Marino, CEO of Cutiss:

Dr Daniela Marino is the CEO and co-founder of skin-graft innovators Cutiss and one of the inspirational leaders that UBS supports and celebrates through its Global Visionaries programme. Marino is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Cutiss’s success in this year’s UBS Pitch for Purpose event and why it’s important for UBS to champion individuals who are driving solutions to the great challenges of the day.

 

Play most recent
View in schedule

Latest episodes

EpisodeDateDescriptionDownloadPlay
5319 Dec 2024
27 min

Global visionaries special: Dr Daniela Marino, CEO of Cutiss 

Dr Daniela Marino is the CEO and co-founder of skin-graft innovators Cutiss and one of the inspirational leaders that UBS supports and celebrates through its Global Visionaries programme. Marino is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Cutiss’s success in this year’s UBS Pitch for Purpose event and why it’s important for UBS to champion individuals who are driving solutions to the great challenges of the day.

 

DownloadPlay
5302 Dec 2024
16 min

Investing in women 

The second of two specials focused on breaking barriers in economics and finance, brought to you by UBS and Monocle’s sister publication, ‘Konfekt’. This show features insights from Addition Wealth founder, Ana Mahony, and business leader Rania Anderson. Thanks to the partnership with UBS, you can read more about Mahony and Anderson in ‘Konfekt’s’ winter issue, available on newsstands now.  

 

DownloadPlay
52925 Nov 2024
19 min

What does Trump 2.0 mean for the US economy? 

UBS’s head of fixed income and co-lead of the bank’s ElectionWatch report series, Kurt Reiman, joins the show to reflect on Donald Trump’s US presidential election success. In a conversation recorded as Trump finalised appointments to his cabinet, Reiman discusses the likely direction of travel for the US economy under Trump 2.0.

DownloadPlay
52818 Nov 2024
9 min

Nobel Perspectives: Claudia Goldin 

The first of two special editions focused on investing in women and breaking economic barriers, brought to you by UBS and ‘Konfekt’, the sister publication of ‘Monocle’. Featuring insights from one of the extraordinary cohort of economists that shapes the UBS worldview: 2023 Nobel laureate Claudia Goldin. Goldin discusses the importance of fostering economic equality and empowering financial futures for all. Thanks to the partnership with UBS, you can read more about Goldin’s work in the winter issue of ‘Konfekt’, available on newsstands now.

DownloadPlay
52711 Nov 2024
25 min

The Art Basel and UBS Survey of Global Collecting 2024 

The largest survey of its kind to date, the report reveals insights into buyer behaviours and the transfer of wealth between generations of high-net-worth individuals against a backdrop of challenging economic conditions. This year’s edition gathered responses from more than 3,500 such collectors across 14 global markets, including new additions Switzerland, Mexico and Indonesia. The report’s author, cultural economist Dr Clare McAndrew, is joined by Paul Donovan, chief economist in UBS Global Wealth Management, and Art Basel CEO Noah Horowitz. 

DownloadPlay
5264 Nov 2024
26 min

On biodiversity 

The United Nations Biodiversity Conference recently concluded in Cali, Colombia. On today’s programme, we discuss both the event and the theme of biodiversity more generally with two leaders in the field from UBS: lead for advocacy and nature in the chief sustainability office, Judson Berkey; and global head of sustainable and impact investing for the UBS CIO, Andrew Lee. 

DownloadPlay
52528 Oct 2024
20 min

The UBS International Pension Gap Index 

The UBS International Pension Gap Index compares retirement systems across 25 markets based on the voluntary savings required from its participants. Its authors, James Mazeau and Elisabeth Beusch, explain why private savings are crucial to maintain an accustomed lifestyle in retirement. They explain how the index demonstrates the importance of planning and how investments can help close pension gaps. 

DownloadPlay
52421 Oct 2024
21 min

Artificial intelligence: Sizing and seizing the opportunity 

Ulrike Hoffmann-Burchardi, head CIO for equities in UBS Global Wealth Management, joins the show to discuss whether the current hype around AI technology and its adoption is justified. As capex and technical innovation continue apace, we’ll hear more about UBS’s investment framework to identify AI opportunities, shed some light on how AI actually works and highlight its implications for everything from the global economy to sustainable development.

DownloadPlay
52314 Oct 2024
18 min

Are key climate technologies breaking through? 

A new report from the UBS Sustainability and Impact Institute explores whether key climate technologies are breaking through at the scale and pace required to address the climate crisis. William Nicolle, the author of the report, explains that despite climate tech’s vast potential for emissions reduction, there remains a tricky road ahead as most of these technologies are economically uncompetitive or as yet too immature to easily scale. We’ll hear how processes might be improved to better understand complex dependencies, and also to better inform strategic policy, investment and organisational decisions. 

DownloadPlay
5227 Oct 2024
13 min

The Draghi report: a paradigm shift for the EU? 

Geopolitical upheaval and increasing economic pressure have led to a rethink of the EU’s main priorities. Former ECB president Mario Draghi’s long-awaited report on the future of European competitiveness offers a blueprint for change – but can the EU shift its economic priorities and set a fresh course for growth? We’re joined by Sam Adams, economist in the UBS Global Wealth Management CIO, to discuss.

DownloadPlay
52130 Sep 2024
15 min

The UBS Global Real Estate Bubble Index 2024 

We explore the annual report providing an up-to-date take on global urban-housing markets and gauges the ‘bubble risk’ in residential property markets in 25 major cities worldwide. The 2024 edition charts a second successive year of slightly declining risk. We are joined from UBS by the report’s editor in chief, Matthias Holzhey, and also by Fahd Iqbal for a focus on Dubai.

DownloadPlay
52023 Sep 2024
16 min

What does the US rate cut mean for investors? 

Our panel reflects on the US Federal Reserve decision to cut interest rates for the first time since March 2020. Paul Donovan, chief economist in UBS Global Wealth Management and Kiran Ganesh, managing director in the UBS Chief Investment Office, discuss the 50 basis-point reduction, consider the macro picture and explain what this week’s move means for investors.

DownloadPlay
51916 Sep 2024
11 min

Paul Romer: Nobel perspectives 

Professor Paul Romer won the 2018 Nobel Prize in Economic Sciences for his work integrating technological innovations into long-run macroeconomic analysis. In May, Romer spoke to Monocle Radio on the margins of the UBS Asian Investment Conference in Hong Kong. In the latest in a series in which luminaries of economics share their unique perspectives, Romer explains the effect of human capital, innovation and knowledge on economic growth.

DownloadPlay
5189 Sep 2024
18 min

Will gold keep its hold? 

With the yellow metal having rallied sharply to hit new highs, our panel explains whether they think gold will keep its hold on investors. Giovanni Staunovo and Wayne Gordon from UBS explain why the policy and risk environment, and structural demand, are combining to point to continued medium-term upturn in the price. Plus: why geopolitical fears and election-related risks continue to justify holding gold as a portfolio hedge.

DownloadPlay
5172 Sep 2024
17 min

Election watch: momentum shift? 

Thomas McLaughlin, managing director at the UBS Chief Investment Office, joins the show to reflect on the recently concluded Democratic National Convention in Chicago. We discuss the broader context of Kamala Harris’s truncated campaign and consider what the latest polling tells us about November’s vote.

DownloadPlay

/

sign in to monocle

Forgotten password?

new to monocle?

Subscriptions start from £120.

Subscribe now

Phone

+44 (0) 20 7725 4349
(view hours)

Email

customerservice@monocle.com

Frequently asked questions

Terms and conditions

Loading...

/

15

15

Live
Schedule
Monocle Radio

00:0001:00

  • The Atlantic Shift

/
Sign in to your account

Forgotten password?

/
Change your currency