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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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UBS Global Visionaries: Ajaita Shah of Frontier Markets:

This week we are joined by another of the inspirational thought leaders and innovators who UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ajaita Shah, founder and CEO of Frontier Markets. Shah’s mission is to use technology to empower women entrepreneurs to provide last-mile products and services in rural India.

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36611 Oct 2021
15 min

UBS Global Visionaries: Ajaita Shah of Frontier Markets: 

This week we are joined by another of the inspirational thought leaders and innovators who UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ajaita Shah, founder and CEO of Frontier Markets. Shah’s mission is to use technology to empower women entrepreneurs to provide last-mile products and services in rural India.

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3654 Oct 2021
15 min

German election reaction: 

The federal election delivered a much closer result than opinion polls predicted, with the SPD winning the most votes, just ahead of the CDU/CSU bloc. The Greens polled worse than expected as did the left-wing Die Linke party, making a coalition of left-leaning parties unviable. With coalition talks likely to take weeks, or even months, our panel discusses how a protracted period of coalition-building could reshape the investment agenda.

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36427 Sep 2021
15 min

Navigating record highs: the Q4 outlook: 

Global equities rallied to new highs in the third quarter, powered by strong economic and corporate earnings growth – particularly in the US and Europe. Unusually, this has coincided with a sharp fall in bond yields, with the US 10-year dropping as low as 1.2 per cent and US high-yield bonds now trading at around 4.4 per cent. Our panel discusses how investors can best position themselves to navigate this landscape.

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36320 Sep 2021
15 min

Art Basel: 

We’re off to the fair! As Art Basel makes its much-anticipated return this week, we discuss the mood among fair-goers. Plus: we take a timely look at UBS and Art Basel’s jointly published, mid-year review, ‘Resilience in the Dealer Sector’, which was authored by renowned cultural economist Dr Clare McAndrew. The survey presents an analysis of the global dealer sector in the first half of the year amid the continued challenges of the pandemic. Featuring insights from UBS Wealth Management Chief Economist, Paul Donovan, and Monocle’s Robert Bound.

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36213 Sep 2021
15 min

Clashing powers: the evolving US-China relationship: 

What does the evolving bilateral relationship mean for investors? The two editors in chief of a new report from the UBS global wealth management Chief Investment Office analyse the relationship and some of the key areas that define it, from trade and capital entanglement, to technology and cybersecurity.

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3616 Sep 2021
15 min

Where is inflation heading?: 

What caused the recent rises in inflation? We consider the implications for investors and the prospect of inflation dropping as a result of potential changes in supply and demand. Plus: a view on central banks and potential policy responses.

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36030 Aug 2021
15 min

Exploring the UBS Arena: 

Head behind the scenes of the construction of the superb UBS Arena in New York. Hailed as “a new arena for a new era” this unique and incredibly innovative facility will provide a base for the New York Islanders, the only NHL franchise without a permanent home. Ahead of the November opening date, we take a virtual tour in the company of UBS’s head of brand activation and sponsorship for the Americas and the president of global partnerships for Oak View Group, the developers making what was once just a dream in Belmont Park a reality – in time for the new NHL season.

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35923 Aug 2021
15 min

Borrowing to meet your goals: 

Our panel from the UBS Global Wealth Management CIO on reasons to borrow, how debt can help investors meet their goals – and why its costs and risks should be managed rather than avoided.

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35816 Aug 2021
15 min

German elections preview: 

Maximilian Kunkel of UBS Global Wealth Management CIO and Monocle’s news editor, Christopher Cermak, look ahead to Germany’s federal elections on 26 September. Historically, the country’s elections have not been a major concern for investors, as the electoral system favours stability and evolution. While this will remain the case, the balance of power in German politics is shifting. Our panel discusses what that shift looks like and considers what it means for investors.

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3579 Aug 2021
15 min

The Future of Space Tourism – revisited: 

An updated Q Series report from UBS Global Research explores how the rollout of space tourism and the resulting revenues are aiding the development and democratisation of the space ecosystem. There is now a greater amount of private capital and investor interest, with a number of space-related businesses and new forms of aviation companies coming to the market. Up for discussion are the effects of the coronavirus pandemic, the pace of technological advance and how setbacks and delays have shaped the sector.

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3562 Aug 2021
15 min

UBS Global Visionaries: Kamran Khan of BlueDot: 

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 Kamran Khan, founder and CEO of BlueDot. The company’s mission is to protect people around the world from infectious diseases by combining medical expertise with advanced data analytics to track and anticipate disease risks.

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35526 Jul 2021
15 min

Currency markets: shifting gears: 

This new report from UBS Global Wealth Management explains how and why its CIO is updating forecasts to reflect a neutral view on the US dollar this year. We’ll hear from one of our regular chroniclers of currency market moves in London and from one of the report’s co-authors in Zurich. They’ll talk about the ongoing coronavirus situation, central bank intentions, inflationary pressures, where we are in the economic recovery and what all of this means for currency markets.

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35419 Jul 2021
15 min

Private equity opportunities in the digital era: 

The lifecycle of digital data offers opportunities for private equity investors along the value chain. Applications and services that help to create, store, secure and analyse rapidly growing amounts of data will be beneficiaries in the digital era. Two of the authors of a new report from UBS Global Wealth Management unpack the digital trends that will shape the next decade and beyond, and how these trends shape investment opportunity.

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35312 Jul 2021
15 min

Q3 outlook: ideas for growth, income and protection: 

How fast is the post-coronavirus economic recovery happening and what does this mean for markets? Our panel explores ideas for growth, income and protection and addresses some key questions at the top of investors’ minds after a first half of 2021 that delivered faster-than-expected vaccine rollouts, a bigger-than-expected US fiscal stimulus, higher-than-expected inflation and strong economic and corporate earnings growth.

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3525 Jul 2021
15 min

Art and digital technologies: 

An incredible acceleration in the use of digital technologies within the arts has not only enabled access but also created explosive possibilities as a medium in itself. From online viewing rooms to R&D, the applications of technology in the arts are wide-ranging and increasingly influential. In this special edition of the programme Candida Gertler of The Vov and Serpentine Galleries’ Kay Watson discuss the impact of digital technologies in the arts and how these advances have helped artists and institutions respond in today’s changing environment.

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