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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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China’s 19th party congress:

We look ahead to this twice-a-decade summit where top-level leadership changes and major policy priorities are decided. What’s on the agenda and what are the key investment implications?

Latest episodes

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15815 Oct 2017
15 min

China’s 19th party congress: 

We look ahead to this twice-a-decade summit where top-level leadership changes and major policy priorities are decided. What’s on the agenda and what are the key investment implications?

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1578 Oct 2017
15 min

The Global Real Estate Bubble Index 2017: 

We delve into the UBS Wealth Management CIO’s annual report, analysing residential property prices in 20 select urban areas around the world.

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1561 Oct 2017
15 min

Business with impact: 

Continuing our exploration of sustainability and impact investing, we put corporate societal responsibility in the spotlight. Our panel unpacks the findings of the recent UBS Wealth Management CIO whitepaper ‘Business with Impact: From Corporate Social Responsibility to Corporate Societal Returns’.

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15524 Sep 2017
15 min

Sustainable and impact investing: 

Highlights from a recent UBS global roundtable that saw group experts present simultaneously in London, Zürich and New York. This is a sector that has doubled in size in recent years, hence all the UBS business divisions were represented as the panel discussed everything from group product development to external partnerships – and some notable recent achievements across the business.

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15417 Sep 2017
15 min

Flying solo: the path to pilotless planes: 

A UBS Q-Series report on pilotless flight has made some compelling conclusions. We will be unpacking the report in detail with its two leading analysts, learning how reducing the intervention of human pilots on aircraft can bring economic benefits and improved safety.

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15310 Sep 2017
15 min

Germany votes: 

What’s at stake in this month’s German federal election – for the country, for European institutions, for investors and for the world?

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1523 Sep 2017
15 min

Disruption in the insurance industry: 

The UBS wealth management CIO’s biannual Shifting Asia series identifies and explores a trend that will shape the future of markets and sectors in the years ahead. The third edition looks at technology disruption in the insurance industry.

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15127 Aug 2017
15 min

Corporate profits: 

Some investors are worried that stocks are getting expensive. But companies are continuing to bring in impressive profit growth. What’s driving this – and can it continue? Our panel guides us through all the main issues from strong earnings growth and how that continues to be supportive of revenue and profit momentum; to prevailing monetary policy and how that too is favourable, with low interest rates and easy funding conditions.

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15020 Aug 2017
15 min

Risk and reward: 

This week we look toward the risk horizon to consider the shifting sands of geopolitics. We’ll assess how events – particularly regarding North Korea – are reshaping the narrative and the risk profile. We’ll also consider what the investment implications are of rising geopolitical risk across the globe and ask our expert panel what else should be in investors’ sightlines.

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14913 Aug 2017
15 min

Is there a bond-market bubble?: 

The former Fed chair Alan Greenspan certainly thinks so, and he’s been warning that it’s set to burst. Could he be right? Our expert panel run the rule over all the issues shaping the landscape, from long-term interest rates (which Greenspan thinks are unsustainably low) to the potential for stagflation ahead.

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1486 Aug 2017
15 min

The euro: five years on: 

We take the temperature of the eurozone, five years after Mario Draghi’s pivotal speech in which he pledged to do “whatever it takes” to save the euro. Our experts gauge the pace of change in the interim, ask what still needs to be done and identify the key drivers for the eurozone’s ongoing economic momentum.

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14730 Jul 2017
15 min

Inflation: 

Inflation data has been weak around the US, eurozone and UK recently. But is that the real picture? What does the situation mean for central banks – and can they keep monetary policies easy for longer?

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14623 Jul 2017
19 min

Electric vehicles: the road ahead: 

We take a drive into the UBS Q-Series Evidence Lab ‘teardown’ of the Chevrolet Bolt EV electric car. It’s a granular study of the world’s first mass-market electric vehicle and extends beyond the automotive sector into the likes of technology, chemicals, capital goods, semiconductors and more.

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14516 Jul 2017
15 min

The Rise Fund: 

The Rise Fund is mobilising private wealth for the public good. UBS has raised $325m (€285m) towards it as part of a wider $5bn (€4.4bn) commitment to impact investments in line with the UN’s Sustainable Development Goals. How do these investments enable investors to earn compelling returns at the same time as making a profound impact on society?

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1449 Jul 2017
15 min

Tail risk: 

How can investors assess and react to tail risk, whether that’s a prospective impeachment of Donald Trump, the possibility of conflict in the Middle East or turbulence from North Korea. We head across the regions to hear from our panel of experts, consider base-case, risk-case and tail-risk-case scenarios, and ask whether a diversified portfolio remains the best way to plan for unforeseen market developments.

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