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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

Why inflation will fall
#396 09 May 2022

Why inflation will fall

UBS Global Wealth Management’s chief economist Paul Donovan explains why inflation is almost certain to fall in developed economies in the second half of 2022. He explains the effect of a normalisation in demand…

Macron’s second term
#395 02 May 2022

Macron’s second term

Emmanuel Macron’s re-election as president promises continuity and a degree of certainty for the French economy and Europe’s wider political dynamics. Our panel from UBS considers his domestic agenda and discusses how he can…

Commercial real estate
#394 25 Apr 2022

Commercial real estate

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 Art Market 2022 report
#393 18 Apr 2022

The Art Market 2022 report

Dr Clare McAndrew, author of the annual global art-market report, joins UBS Global Wealth Management’s chief economist, Paul Donovan, to discuss the findings of this year’s edition. The report is created by McAndrew’s Arts…

Managing risk
#391 04 Apr 2022

Managing risk

The UBS Wealth Management CIO’s Q2 Outlook details some of the ways in which investors can manage the portfolio risks emanating from the Russian invasion of Ukraine, as well as from high inflation, rising…

#390 28 Mar 2022

Energy prices

We present a special primer on energy price volatility and the implications of the recent spikes and fluctuations for economies and investors. Paul Donovan, chief economist of UBS Wealth Management, joins us to discuss…

Volatility
#389 21 Mar 2022

Volatility

Could the conflict in Ukraine trigger a global recession? Our guest this week explains the outlook for commodities and discusses the hedging options that exist for investors in such times of turbulence.

Carbon pricing
#388 14 Mar 2022

Carbon pricing

Beyond the appalling human cost and urgent humanitarian crisis that is gripping eastern Europe, the conflict in Ukraine has also sent global equity markets tumbling. Commodity prices have increased and the price and supply…

#387 07 Mar 2022

Women and investing

In a special programme to mark International Women’s Day on 8 March, we hear from Marianna Mamou, head of Advice Beyond Investing in the chief investment office of UBS Global Wealth Management, and Eva…

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