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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
The UBS Global Real Estate Bubble Index 2022
We explore the annual report that brings an up-to-date take on global urban-housing markets and gauges the “bubble risk” in the residential property markets of 25 major international cities. The 2022 edition sets a scene characterised by strong house-price growth, high imbalances in certain geographies and ongoing issues around affordability.…
Focus on private markets: the food revolution
On last week’s programme we dipped into the UBS Global Wealth Management CIO Q4 outlook and (among other things) we talked about private markets with alternative-investment strategist Antoinette Zuidweg. She is back this week to share further private-market insights – this time focusing on the longer-term investment theme of the…
Discovering resilience
The 4Q outlook from the UBS Global Wealth Management CIO explains why a third quarter characterised by volatility means that the time is right to be invested, diversified and selective. Our panel outlines the themes that represent CIO market preferences: defensives, income, value, diversity and security. With Vince Heaney and…
Nobel perspectives: David Card
To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the Economic Sciences to share insights, discuss their research and open their inquiring minds. This week we hear from David Card, 2021’s winner for his contribution in the field of…
The UBS CIO thematic guide
A freshly published report from the Chief Investment Office of UBS Global Wealth Management presents the bank’s Longer Term Investment (LTI) themes for a multi-year investment horizon. Our panellists explain how UBS approaches sustainable investing for LTIs and discuss some of the individual investment topics that are driven by both…
‘Learning for Life’
To mark United Nations international literacy day, we shine a spotlight on a new UBS publication: ‘Learning for Life: A Guide for Philanthropists and Changemakers to Bring Quality Education to All’. The paper explores how to achieve UN Sustainable Development Goal No 4, which aims to ensure inclusive and equitable…
The UBS House View Monthly
Reflections on the Fed, inflation, ongoing volatility and the likelihood of a recession in the eurozone. The panel discusses what UBS chief investment officer Mark Haefele has described as the economic ‘bizarro world’ in which we currently find ourselves. And, later in the programme, we’ll head Stateside for a quick…
How can currencies affect your wealth strategy?
With the US dollar index hitting its highest level in 20 years, investors have certainly been paying closer attention to foreign exchange markets. Today we dip into a recent tutorial on the theme from the UBS Global Wealth Management CIO to explore various factors that drive currency movement.
Locarno Film Festival and ‘Futurespectives’
We celebrate 75 years of the world-famous festival and its 40-year partnership with UBS. The managing director tells us about the event’s evolving mission through the years, how film festivals can shape the public discourse, as well as a more sustainable future, and the latest exciting manifestation of the UBS…
UBS Global Visionaries: Christoph Gebald of Climeworks
Christoph Gebald of Climeworks is one of the thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. Climeworks’ mission is to capture and permanently remove carbon dioxide from the air using a technology called “direct air capture”. Founded by Gebald and his engineering partner Jan…
