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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

#455 26 Jun 2023

Balancing act: UBS’s investment outlook

Our panel from UBS Global Wealth Management’s chief investment office explains why we face a balancing act in the second half of the year. There’s a path for higher stocks but it is narrow: economic growth can neither be so strong as to force the US Federal Reserve into further…

‘Own Your Worth’ 2023
#454 19 Jun 2023

‘Own Your Worth’ 2023

Carey Shuffman, head of UBS’s US women’s segment, guides us through the latest edition of the annual report that explores how women approach their financial wellbeing. Shuffman tells us how she and her colleagues compiled this year’s data, reveals some of its key findings and reminds us why a sharp…

The Art Basel & UBS Global Art Market Report
#453 12 Jun 2023

The Art Basel & UBS Global Art Market Report

As Art Basel begins we are discussing this year’s Art Basel & UBS Global Art Market Report. It contains annual deep-dive research that provides a comprehensive, macroeconomic analysis of the state of the global art market. So what does the latest edition reveal? Find out with report author and Arts…

#452 05 Jun 2023

UBS Global Family Office Report 2023

This year’s edition of the UBS Global Family Office Report documents the findings of a survey of 230 single-family offices around the world. Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the programme to explain why family offices are planning a major shift…

#451 29 May 2023

Debt ceiling deadline

Leslie Falconio and Tom McLoughlin from the UBS Wealth Management Chief Investment Office in the US join the programme to discuss the current crisis and consider the different pathways to resolution.

#450 22 May 2023

Metaverse

We discuss the recent longer-term investment paper from UBS Global Wealth Management’s chief investment office, which is focused on the metaverse. Our panel explains that while the full realisation of the metaverse may take as long as a decade to occur, they expect iterative improvements in related infrastructure, AI and…

The rise of the impact economy – part 2
#449 15 May 2023

The rise of the impact economy – part 2

The second of a double bill exploring the impact economy. Prompted by a new white paper from The UBS Sustainability & Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS S&I Forum was established last year to drive the discourse and today we meet one…

The rise of the impact economy – part 1
#448 08 May 2023

The rise of the impact economy – part 1

The first of a double bill exploring the impact economy. Prompted by a new white paper from the UBS Sustainability and Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS Sustainability and Impact Forum was established last year to drive the discourse and today we…

Emerging markets focus
#447 01 May 2023

Emerging markets focus

Though not wholly immune to ongoing stresses in the global banking sector, emerging markets seem to be marching to a different beat. Alejo Czerwonko, chief investment officer emerging markets Americas at UBS, explains why and tells us what this means for portfolio positioning.

Why alternatives matter
#446 24 Apr 2023

Why alternatives matter

Traditional equity-bond diversification failed to protect investors in 2022. Antoinette Zuidweg, alternative investment strategist at UBS Global Wealth Management, explains the role that alternatives can play in challenging times.

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