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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

Stranded assets:

There is a growing schism between growth assets (high tech, resilient, high sustainability rating) and value assets (low tech, cyclical, low sustainability rating); it’s as though 90 per cent of investors were exclusively interested in owning 10 per cent of assets. But who will buy and manage these stranded assets as the world transitions to a high-tech, net-zero emission environment? We discuss with Laurent Bouvier, global head of the Global Industrials Group at UBS.

Latest episodes

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32818 Jan 2021
15 min

Stranded assets: 

There is a growing schism between growth assets (high tech, resilient, high sustainability rating) and value assets (low tech, cyclical, low sustainability rating); it’s as though 90 per cent of investors were exclusively interested in owning 10 per cent of assets. But who will buy and manage these stranded assets as the world transitions to a high-tech, net-zero emission environment? We discuss with Laurent Bouvier, global head of the Global Industrials Group at UBS.

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32711 Jan 2021
15 min

Leisure and hospitality trends: 

Due to the global coronavirus pandemic, investors are facing a challenge of unprecedented near-term sales declines. The head of UBS’s travel and leisure equity research team in Europe considers whether corporates can deliver sufficient short-term damage control to enable investors in this space to look at the longer term with confidence.

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3264 Jan 2021
15 min

European luxury-sector trends: 

What are the prospects of a return to normal in the European luxury sector this year? UBS’s head of European luxury goods is here to explain how this sector proved its premium valuation in a turbulent year. Plus: what might the risks associated with that return to normal look like – and how will companies in this sector be looking to move back to 2019 levels of sales and profitability?

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32528 Dec 2020
15 min

UBS Global Visionaries: Vicki Saunders and Eva Lindholm: 

We meet another of the inspirational thought leaders and innovators who UBS support and celebrate through its Global Visionaries programme. This time it’s the turn of SheEO founder Vicki Saunders, who joins us in conversation with Eva Lindholm, CEO of Wealth Management at UBS for the UK and Jersey. SheEO’s mission is to use its ecosystem-based model to dramatically improve outcomes for women entrepreneurs.

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32421 Dec 2020
15 min

The Biden presidency and the US in 2021: 

Donald Trump’s legal manoeuvres failed to affect the formal electoral vote count in each of the states. President-elect Joe Biden garnered 306 electoral votes, which is likely to be enough to ensure a formal declaration by Congress on 6 January. So what does this mean for the weeks, months and years ahead? Can we start to formulate a sense of what Biden’s America will look and feel like? And once the dust settles on this torrid political chapter, what else will be shaping the future for the US on every level from political to economic to social?

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32314 Dec 2020
15 min

Brexit update: 

Our panel gauges the impact of a fraught week of will they/won’t they negotiations in Brussels over the prospects for a last-minute trade deal. Up for discussion are the near-term risks, as well as consideration of some key longer-term questions such as how the latest developments fit with structural changes across the bloc and around the world.

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3227 Dec 2020
15 min

‘Profit and Prejudice’: 

‘Profit and Prejudice: The Luddites of the Fourth Industrial Revolution’ is the brilliant new book by one of this programme’s regular voices, Paul Donovan, chief economist of UBS Global Wealth Management. In the book, published last month by Routledge, Donovan sets out the reasons why avoiding prejudice will be critical to economic success in a period of profound transition. He explains why the proper use of technology, with diverse decision-making, can be the difference between success and failure in a changing world. Featuring insights from Henley Business School’s Naeema Pasha.

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32130 Nov 2020
15 min

The 5G opportunity: 

Following the launch of Apple’s first 5G phone and with 5G applications set to generate trillions of dollars of economic value in the next decade, our panel considers whether 5G is the ‘next big thing’ for investors.

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32023 Nov 2020
15 min

The Year Ahead 2021: 

The latest annual investment research report from the CIO of UBS Wealth Management is subtitled (perhaps inevitably given the last nine months) ‘A Year of Renewal’. Our panellists explore how best to navigate the next 12 months: from whether and how the world will shift back to pre-pandemic norms to the prospect of renewed growth, the hunt for yield and setting the optimum course through a new – and renewable – future.

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31916 Nov 2020
15 min

Electric vehicles: the road to cost parity: 

UBS Q-Series research, powered by the UBS Evidence Lab, connects the dots across asset classes, geographies and sectors. Today we explore a new Q-Series report entitled: ‘Tearing down the heart of an electric car: cost parity a closer reality?’ One of the authors of the piece tells us more about the batteries at the heart of the electric vehicle story. The drive for cost parity with internal combustion engines is critical in this space: it’s crucial in terms of making electric cars a mass-market technology and reducing battery cost is also fundamental for those looking to win in the highly competitive auto-OEM landscape.

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3189 Nov 2020
15 min

The US presidential election: 

As the dust settles on an extraordinary race for the White House, a panel of our regular contributors share insights into the seismic political, economic and market vibrations caused by an unprecedented election day and its aftermath.

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3172 Nov 2020
15 min

Convertible arbitrage: 

Thanks to the insights of Karim Cherif and Georg Weidlich from the UBS Global Wealth Management CIO, we present the next installment in a special season of features exploring hedge funds. In part two, Georg Weidlich heads into the studio to field questions about convertible arbitrage.

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31626 Oct 2020
15 min

Election Watch: 

As the final week of campaigning for the US presidential election begins, we peruse the latest Election Watch piece from the CIO in UBS Global Wealth Management. Our global panel of experts from UBS assesses the fierce political race taking place against an extraordinarily turbulent backdrop. We’ll hear from the US, get a view on the implications of different election scenarios on emerging markets and consider the European implications.

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31519 Oct 2020
15 min

An introduction to hedge funds: 

A special edition based on a report from Karim Cherif and Georg Weidlich in the UBS Global Wealth Management CIO. Learn how hedge funds help to reduce risk and add diversification in multi-asset portfolios, and understand how to balance strategies and styles to diversify sources of return and optimise the chances of positive performance.

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31412 Oct 2020
15 min

Riding the storm: Billionaires’ Insights 2020: 

The 2020 edition of the annual report from UBS and PwC explores how the fortunes of billionaires are continuing to polarise after a year of dramatic upheaval. Our panel explains how a cohort of billionaire innovators and disruptors has pulled ahead of its peers.

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