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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

What is ‘greenflation’?:

Are commodities heading into a green supercycle? With demand for metals and energy to build green infrastructure rising, our global panel from UBS discusses the inflationary pressures that could result from accelerating decarbonisation.

Latest episodes

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38124 Jan 2022
15 min

What is ‘greenflation’?: 

Are commodities heading into a green supercycle? With demand for metals and energy to build green infrastructure rising, our global panel from UBS discusses the inflationary pressures that could result from accelerating decarbonisation.

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38017 Jan 2022
25 min

Highlights from the UBS Greater China Conference part one: monetary policy in 2022: 

What are the dilemmas facing central banks? The UBS GCC 2022 has been taking place this week, featuring a packed schedule of presentations from sector experts and thought leaders from across the world. In the coming weeks on this programme, we’ll be looking back at the GCC to bring you insights and highlights, starting with a review of a panel entitled, ‘Monetary policy 2022: behind the curve?’

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37910 Jan 2022
15 min

The ABCs of technology: 

The trend of technological disruption affords significant opportunity for investors, not just in 2022 but through the whole of the next decade. The ABC technologies – “A” is for artificial intelligence, “B” for big data and “C” for cybersecurity – along with 5G, are expected to grow faster than the technology sector as a whole. Plugging into these growth drivers requires investors to look beyond just mega-cap technology stocks and focus on mid-cap names that could prove to be the “next big thing”.

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3783 Jan 2022
15 min

The Year Ahead: 

Our annual outlook on the next 12 months courtesy of the eponymous report from the UBS Global Wealth Management CIO. Our panel explains why financial markets face a year of discovery as ‘normal’ rates of growth and inflation return. Plus: how will economic policy respond after two years dominated by the effects of the pandemic? As ever, we’ll also consider some smart investment ideas for the next 12 months, from buying the winners from global growth to diversification and seeking unconventional yield.

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37727 Dec 2021
15 min

The UBS Collectives: 

Exploring the innovative social-impact initiative that connects UBS’s philanthropic clients on issues that matter most to them. Led by UBS’s Philanthropy Services team, UBS Collectives will help clients combine their expertise and mobilise their capital to fund initiatives that address themes like child protection, climate change, health and education. On the show to explain exactly how it works is Tom Hall, global head of philanthropy services at UBS.

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37620 Dec 2021
15 min

Has luxury reached a tipping point?: 

This is the last of our special editions featuring highlights from the 2021 UBS European Conference, the annual forum that brings together leading political, economic and monetary-policy experts. Over the past decade or so, the Conference has become one of the most important European industry meetings for institutional investors, corporates and policy-makers alike. This week we reflect on a panel that discussed the possibility of the luxury sector reaching a tipping point in China and the US.

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37513 Dec 2021
15 min

An agile future: 

UBS’s group head of human resources explains how agility, innovation and hybrid working are not only helping great businesses to thrive in the pandemic but permanently and positively reshaping the future of work.

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3746 Dec 2021
15 min

Is inflation here to stay?: 

In 2021 the prices of goods and services rose more than they did in any year since 2008, leading to wide-ranging concerns about the potential effects on consumer spending, interest rates and corporate margins. The UBS Wealth Management CIO’s Year Ahead suggests that inflation falls in 2022, reducing those concerns and supporting equities. But what if inflation proves somewhat stickier?

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37329 Nov 2021
15 min

The UBS European Conference special: part two: 

What are the pivotal issues shaping the investment landscape? Find out in the latest special edition featuring highlights from the 2021 UBS European Conference and insights from leading political, economic and monetary-policy experts. The Conference has become one of the most important European industry meetings for institutional investors, corporates and policy-makers alike. This week we feature highlights from a panel chaired by the CEO of UBS on frontiers in sustainable finance and learnings from a panel on the journey to net zero.

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37222 Nov 2021
15 min

The UBS European Conference special: part one: 

What are the pivotal issues shaping the investment landscape? Find out in the first of two special editions featuring highlights from the 2021 UBS European Conference, the annual forum that brings together the leading political, economic and monetary policy experts. Over the past decade or so the conference has become one of the most important European industry meetings for institutional investors, corporates and policy-makers alike. Featuring highlights from the introductory sessions on monetary policy hosted by UBS Chairman Dr Axel Weber.

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37115 Nov 2021
15 min

Leading the way to net zero: the global greentech opportunity: 

As Cop26 concludes in Glasgow, we take the temperature of global greentech investment opportunities, thanks to a new report from the UBS Global Wealth Management CIO. Some of the report’s co-authors describe the shift in global momentum to tackle the climate crisis, which has been happening over the last decade. While progress has been made on many fronts, including huge strides in renewable energy generation, much more remains to be done, and speed will be of the essence. So what does that process look like – and what does it mean for smart investors who are looking to make an enduring impact?

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3708 Nov 2021
15 min

UBS Global Visionaries: Ginger Krieg Dosier of Biomason: 

This week we are joined by another of the inspirational thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ginger Krieg Dosier of Biomason. Biomason’s mission is to reduce carbon emissions from concrete production and lead the transition to a truly planet-friendly construction industry.

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3691 Nov 2021
15 min

Distributed ledgers and digital assets: a primer: 

One of the editors-in-chief of this primer from the UBS CIO explains why the time was right to demystify cryptocurrencies, shine a light on the risks for investors and stress the importance of looking beyond crypto at the underlying technologies.

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36825 Oct 2021
15 min

Global Real Estate Bubble Index 2021: 

We discuss the findings of the fifth Global Real Estate Bubble Index, an annual study from UBS Global Wealth Management’s Chief Investment Office which gauges the “bubble risk” in the residential property market in 25 major cities around the world. On the agenda: how pandemic-related restrictions and the rise of remote working have actually weakened the case for urban housing. Plus: why a lack of affordability of home-ownership for large parts of the population has been no obstacle to price increases.

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36718 Oct 2021
15 min

Oncology Impact Fund 2: 

Special guests from MPM Capital and UBS Global Wealth Management discuss the second Oncology Impact Fund. The $850m fund (which follows the record-setting success of the UBS OIF 1 that we covered on this programme back in 2016) is an impact-investing initiative that invests in private and public companies that are developing innovative treatments and novel therapeutics. Hear how this reimagining of the power of investment helps to fight cancer while at the same time generating compelling financial return for investors.

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