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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

Inflation weight-watching:

UBS Global Wealth Management chief economist Paul Donovan joins the show to explain why investors need to start ‘watching the weight’ of different parts of the constantly shifting inflation basket. Donovan tells us why increased spending on things like energy and durables in 2021 and 2022 increases those sectors’ importance in inflation calculations for the year ahead – and how canny investors should react.

Latest episodes

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43430 Jan 2023
15 min

Inflation weight-watching: 

UBS Global Wealth Management chief economist Paul Donovan joins the show to explain why investors need to start ‘watching the weight’ of different parts of the constantly shifting inflation basket. Donovan tells us why increased spending on things like energy and durables in 2021 and 2022 increases those sectors’ importance in inflation calculations for the year ahead – and how canny investors should react.

DownloadPlay
43323 Jan 2023
15 min

Highlights from the UBS Greater China Conference part I: China’s technological ambitions: 

Bloomberg’s Lulu Yilun Chen discusses her new book, ‘Influence Empire: The Story of Tencent and China’s Tech Ambition’ with UBS’s Kirsten Parker at the 2023 UBS Greater China Conference.

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43216 Jan 2023
15 min

The Year Ahead: 

We dive into the latest compelling report from UBS Global Wealth Management’s chief investment office and learn why its authors have described the next 12 months as a “year of inflections”. The editor in chief of the report is one of this programme’s regulars, Kiran Ganesh. He joins us to outline the factors that have shaped the bank’s house view for 2023.

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4319 Jan 2023
15 min

What might profit-driven inflation mean?: 

In the latest in an occasional series, the chief economist in UBS Global Wealth Management, Paul Donovan, joins the show to talk us through some of the key topics that he has been following and writing about as we enter 2023. Today’s programme explores what profit-driven inflation might mean.

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4302 Jan 2023
15 min

UBS European Conference review – Part III: Private Equity: 

The last in our series of specials exploring the key panels and themes from the 2022 edition. After programmes on cryptocurrencies and monetary policy, we turn the lens on private equity. Joining the programme is Simona Maellare, who runs Alternative Capital Group globally for UBS.

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42926 Dec 2022
15 min

Nature-based Solutions: 

Explore a compelling report with a truly global scope from The UBS Optimus Foundation in APAC and project partners Mana Impact and EnviroStrat. The report demonstrates how nature-based solutions can be better understood and employed to address global environmental and biodiversity challenges. With Optimus Foundation’s CEO Maya Ziswiler, Patti Chu of Mana Impact and EnviroStrat’s Cerasela Stancu.

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42819 Dec 2022
15 min

Nobel Perspectives: Robert Wilson and Paul Milgrom: 

To help address the big questions that shape our world UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from the laureates recognised in 2020 for their improvements to auction theory and the inventions of new auction formats.

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42712 Dec 2022
15 min

The global supply-demand imbalance: 

In the first of an occasional series, Paul Donovan, the chief economist at UBS Global Wealth Management, joins the show to talk us through some of the key topics that he’s been following and writing about in the latter half of 2022. Today’s programme explores the supply-demand imbalance.

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4265 Dec 2022
15 min

Driving decarbonisation of the real economy: 

‘The Green Inflection Point’ is a new white paper from the UBS Sustainability & Impact Institute. Two members of the institute – Francis Condon, head of thematic engagement at UBS Asset Management and Adam Gustafsson, who works for the UBS AM data science team, – discuss some of the key actions that the financial sector must take to accelerate decarbonisation of the real economy.

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42528 Nov 2022
15 min

Nobel Perspectives: Guido Imbens: 

To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights, discuss their research and open their inquiring minds. This week, we hear from Guido Imbens, the 2021 winner for his work on causal relationships, and discuss how natural experiments can lead to more credible research.

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42421 Nov 2022
17 min

UBS European Conference review part II: monetary policy: 

The next in our series of specials exploring the key panels and themes from the 2022 edition. After our programme on cryptocurrencies and before we turn the lens on private equity, we focus on monetary policy. Joining the programme on either side of the Atlantic are two great guests from UBS Investment Bank: chief European economist Reinhard Cluse and his US counterpart, Jonathan Pingle.

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42314 Nov 2022
15 min

UBS European conference review part I: cryptocurrencies: 

The first of a series of specials exploring the key panels and themes from the 2022 edition. Ahead of programmes focused on monetary policy and private equity, we begin with a deep dive into cryptocurrencies and CBDCs with James Malcolm, UBS Head of FX strategy and cryptocurrency research.

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4227 Nov 2022
15 min

The US midterm elections: 

We count down to the vote on 8 November, gauge the state of the race, consider the key questions that are shaping the discourse and ask what all of this means for investors. Hear from two of the key contributors to UBS’s ElectionWatch as they report on the theme: Tom McLoughlin, head of fixed income for the Americas, and Nadia Lovell, senior US equity strategist. Plus: Lydia Saad, director of US social research at Gallup, on what the latest polling reveals about voter priorities.

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42131 Oct 2022
15 min

Nobel perspectives: Daniel Kahneman: 

To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to ask them to share insights, discuss their research and open their inquiring minds. This week we hear from Daniel Kahneman, winner in 2002 for integrating insights from psychological research into economics, especially concerning human judgement and decision-making under uncertainty. We discuss his newest book, “Noise: A Flaw in Human Judgement”, and consider how noise infiltrates different parts of society.

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42024 Oct 2022
15 min

Gender lens investing: 

Gender lens investing is an attempt to address one of the great inefficiencies of the financial system: its failure to effectively channel money to female entrepreneurs and female-led businesses. Gender Smart is a global field-building initiative dedicated to unlocking the deployment of strategic, effective gender-smart capital at scale. We hear from its co-founder about the Gender Smart Investing Summit and the ‘State of The Field 2022’ report. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan.

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