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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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Focus on China:

What are the compelling opportunities that remain at the end of China’s multi-decade period of high growth? We focus on the country and explore its importance to investors – and to the world – through the prism of UBS’s ‘Panorama’ publication. UBS Asset Management’s head of investments, Barry Gill, and head of sustainable investing, Lucy Thomas, are here to remind us why China is so important and to address some of the main misconceptions about the country.

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Episode	Date	Description	Download	Play
477	27 Nov 2023 21 min	Focus on China What are the compelling opportunities that remain at the end of China’s multi-decade period of high growth? We focus on the country and explore its importance to investors – and to the world – through the prism of UBS’s ‘Panorama’ publication. UBS Asset Management’s head of investments, Barry Gill, and head of sustainable investing, Lucy Thomas, are here to remind us why China is so important and to address some of the main misconceptions about the country.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
476	20 Nov 2023 19 min	UBS European Conference review part one: US and European outlook The first in an occasional series exploring some of the key panels and themes from the 2023 edition. Ahead of programmes focused on equity markets and gender equality, we begin with the outlook for the US courtesy of UBS chief US economist Jonathan Pingle. Plus: we take the temperature on the other side of the Atlantic with UBS European economist Anna Titareva.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
475	13 Nov 2023 15 min	Another “Roaring Twenties” for the US? We are joined by two of the authors of a new report from the Chief Investment Office of UBS Global Wealth Management that explores whether the US is set for another “Roaring Twenties”. The economy has evolved in unexpected ways this year, so Jason Draho and Paul Hsiao are here to explain why the macro picture is so unusual and what the secular trends are that will shape the supply side for good (and bad) this decade.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
474	6 Nov 2023 17 min	The Art Basel & UBS Survey of Global Collecting 2023 Insights into the behaviours and attitudes of high-net-worth art collectors around the world. Discover why there was a greater engagement with research-based acquisitions and why these collectors are optimistic about the market in 2024. Featuring report author and renowned cultural economist Clare McAndrew and UBS chief economist Paul Donovan.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
473	30 Oct 2023 18 min	From the archive: Daniel Kahneman Another chance to hear this special episode featuring the brilliant Daniel Kahneman. To address the big questions that shape our world, UBS has sought out a number of economic science Nobel laureates and asked them to share insights, discuss their research and open their inquiring minds. Kahneman won in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. Here he discusses his 2021 book ‘Noise: A Flaw in Human Judgement’ and explains how such randomness infiltrates different parts of society.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
472	23 Oct 2023 15 min	Can natural capital accounting help to meet biodiversity goals? William Nicolle from the UBS Sustainability & Impact Institute explains how this economic approach could help to address the urgent challenge of global biodiversity loss. With biodiversity diminishing at an alarming pace, it’s clear that the world needs new tools to sustainably manage environmental resources for the long term. Can NCA offer the solution?	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
471	16 Oct 2023 26 min	Global Visionaries special: Financing Alliance for Health Angela Gichaga is the CEO of the Financing Alliance for Health and one of the inspirational innovators that UBS supports and celebrates through its Global Visionaries programme. Angela is joined at Monocle’s HQ in Zürich by Tom Hall, Global Head of Social Impact & Philanthropy at UBS, to discuss the critical importance of strengthening, scaling and sustaining community health systems.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
470	9 Oct 2023 28 min	Electric vehicles: Q-Series teardown of the BYD Seal UBS Q-Series research connects the dots across asset classes, geographies and sectors. Today we hear from the analysts behind UBS Evidence Lab’s newest teardown of the electric car. In this most recent iteration, the EV in the frame is the latest mass-market effort from China’s number-one car maker, the BYD Seal. With Patrick Hummel and François-Xavier Bovignies.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
469	2 Oct 2023 20 min	‘Rethink, Rebuild, Reimagine’ A special edition of the programme exploring ‘Rethink, Rebuild, Reimagine: The Untapped Opportunity and Overlooked Risk in Buildings and Structures’, a new white paper from the UBS Sustainability and Impact Institute. Two of its co-authors, the UBS ESG analysts William Nicolle and Richard Mylles, join us to explain what rethinking, rebuilding and reimagining buildings and structures can – and must – look like to best balance urban growth and sustainability.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
468	25 Sep 2023 20 min	‘The UBS Global Real Estate Bubble Index 2023’ We discuss UBS’s annual report that assesses urban housing markets around the world and gauge the “bubble risk” in residential property markets in 25 major cities. The 2023 edition looks at the effect of the abrupt end of the low-interest-rate environment. With Matthias Holzhey, Dean Turner and Jonathan Woloshin.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
467	18 Sep 2023 12 min	European Central Banks We discuss the decision by the ECB to raise interest rates to an all-time high of 4 per cent. What will the impact be on the Eurozone economy? And how will the Swiss National Bank react? Dean Turner and Tom Flury explain.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
466	11 Sep 2023 15 min	What happens when AI takes over? Forget the recent hype surrounding artificial intelligence (AI) and join us for a look at the clear economic application for the new technology. Paul Donovan of UBS explains why the economics of AI are also those of disruption. Donovan also discusses the four broad areas where AI might make the greatest impact: jobs, growth, inflation and politics.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
465	4 Sep 2023 15 min	“Marketheimer” Millions of global theatre-goers have enjoyed the “Barbenheimer” cinematic experience this summer. But what happens if you apply the idea of two apparently incongruous events happening at the same time to markets as well as films? UBS’s Jason Draho joins us to explain how contradictory evidence and conflicting interpretations of data and policy moves can create “Marketheimer” events.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
464	28 Aug 2023 18 min	Global Visionaries special: Perkins School for the Blind Dave Power is the president and CEO of Perkins School for the Blind, as well as one of the inspirational innovators who UBS supports and celebrates through its Global Visionaries programme. Power and his team provide world-leading education services for children and young adults who have multiple disabilities and visual impairments. He is joined at Monocle’s Zürich HQ by Tom Hall, global head of social impact and philanthropy at UBS, to discuss the transformational power of universal, lifelong learning.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play
463	21 Aug 2023 27 min	Global Wealth Report 2023 The 14th edition of the Global Wealth Report, the first launched jointly by UBS and Credit Suisse, reveals valuable insights about the state of the global economy and society, as well as the shifting meaning and potential of prosperity. Discussing the findings are Paul Donovan, chief economist in UBS Global Wealth Management; Nannette Hechler-Fayd’herbe, chief investment officer for the EMEA region and global head of economics and research at Credit Suisse; and economist, wealth researcher and report co-author Anthony Shorrocks.	Download Share X (formerly Twitter) Facebook LinkedIn Email	Play

Business / Podcast

The Bulletin with UBS

Latest episode

Latest episodes

Focus on China

UBS European Conference review part one: US and European outlook

Another “Roaring Twenties” for the US?

The Art Basel & UBS Survey of Global Collecting 2023

From the archive: Daniel Kahneman

Can natural capital accounting help to meet biodiversity goals?

Global Visionaries special: Financing Alliance for Health

Electric vehicles: Q-Series teardown of the BYD Seal

‘Rethink, Rebuild, Reimagine’

‘The UBS Global Real Estate Bubble Index 2023’

European Central Banks

What happens when AI takes over?

“Marketheimer”

Global Visionaries special: Perkins School for the Blind

Global Wealth Report 2023