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The Bulletin with UBS
Insights from leading minds on global finance. Go beyond headlines for expert analysis on economic trends and key financial stories.
Latest Episodes
Global Investment Returns Yearbook
The Global Investment Returns Yearbook is the authoritative guide to historical long-run returns, most recently published by UBS with the London Business School, and covering all the main asset categories in 35 markets.
Art Basel Hong Kong special
UBS celebrated the 10th year of its proud partnership with Art Basel Hong Kong with a dynamic programme focused on artist responses to city life. We meet Chankalun, an artist who pays homage to the city’s heritage of neon sign-making, and whose works were showcased at the fair in the…
UBS Global Consumer & Retail Conference
Reflections from the UBS Global Consumer & Retail Conference that took place last week in New York. We invite three UBS experts, including US Hardline/Broadline and Food Retail Analyst Michael Lasser, to share their insights into the key narratives that emerged both from the main sessions and on the margins.
The Art Basel & UBS Global Art Market Report 2024
The eighth annual Art Basel & UBS Global Art Market Report, authored by renowned cultural economist Clare McAndrew, once again provides a comprehensive, macroeconomic analysis of the state of the global art market in the preceding 12 months. We discuss the findings with McAndrew, Art Basel CEO Noah Horowitz and…
International Women’s Day special
We mark International Women’s Day by taking a deeper dive into a report from the Chief Investment Office (CIO) of UBS Global Wealth Management, which explores how women can realise their lifetime investment goals. With Marianna Mamou, head of advice beyond investing in the UBS CIO.
The UBS Financial Services Conference
Takeaways from the 2024 edition, which took place in Key Biscayne, Florida, last week, featuring key industry figures discussing the state of the sector, the dynamics of the year so far and the direction of travel. We get a summary of the event from Brennan Hawken, who covers capital markets…
ElectionWatch: implications of a potential rematch
We kick off our coverage of the UBS Global Wealth Management Chief Investment Office ‘ElectionWatch’ series. These reports take the US investment temperature in the build-up to November’s presidential election. The edition published earlier this month and authored by our guest, Tom McLoughlin, managing director and head of fixed income…
A milestone for the S&P 500
The S&P 500 closed above 5,000 for the first time last week, having risen almost 5.5 per cent this year. This follows a more than 24 per cent rally for the benchmark US index in 2023 and means that it has doubled since the pandemic-induced low of March 2020. Kiran…
The danger of round numbers
UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss his blog, The Danger in Round Numbers, and explains why rounding up prices can have an effect that goes beyond people’s pocket books.
Solving the biodiversity challenge: part 2
Katharine Hayhoe is chief scientist at The Nature Conservancy and a member of the UBS Sustainability and Impact Institute Forum. In this follow-up to our earlier coverage of the Institute’s white paper published at the World Economic Forum, Hayhoe discusses nature-based solutions to climate and biodiversity crises. She explains how…
