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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 Sustainable Finance Conference
#405 11 Jul 2022

The UBS Sustainable Finance Conference

We’re joined by the co-head of global markets distribution within UBS Investment Bank for an update on last week’s conference on sustainable finance. Kevin Arnold sums up the event and discusses some of the key questions in the environmental, social and governance (ESG) field.

#404 04 Jul 2022

UBS Annual Reserve Manager Survey 2022

The most authoritative survey of official reserve management activities was conducted between April and June, collecting responses from more than 30 central banks around the world. The head of strategy and advice in UBS Asset Management’s global sovereign market team joins us to discuss managers’ economic concerns, their thoughts on…

#403 27 Jun 2022

The UBS CIO Q3 Outlook

Will the second half of 2022 see stagflation or reflation, soft landing or slump? Those are four scenarios unpacked in the UBS Wealth Management CIO’s Q3 Outlook. The report’s editor in chief, Kiran Ganesh, joins Paul Donovan, chief economist of UBS Wealth Management, to discuss the findings.

Art Basel special
#402 20 Jun 2022

Art Basel special

Monocle’s culture editor, Chiara Rimella, reports from Art Basel as we mark UBS’s ongoing global lead partnership with the fair. The programme features UBS’s Christl Novakovic, Giovanni Carmine, director of the fair’s Unlimited section, and Samuel Leuenberger, curator of its Parcours strand.

UBS Global Family Office Report 2022
#401 13 Jun 2022

UBS Global Family Office Report 2022

The chief investment officer for global family and institutional wealth at UBS Wealth Management discusses the third iteration of the world’s largest and most comprehensive study of single-family offices. What explains the current period of transformation? And why is a significant strategic shift in asset allocation, first discussed in last…

Own Your Worth
#399 30 May 2022

Own Your Worth

Carey Shuffman, head of the women’s segment at UBS, gives insights into the latest in the company’s series of reports that collect data from women in the US and around the world about how they approach and engage with major financial decisions. This year’s edition has some striking findings: women…

Investing during the era of security
#398 23 May 2022

Investing during the era of security

The war in Ukraine has accelerated a number of trends fuelled by the pandemic and has put international relationships and global dependencies under scrutiny. The conflict promises to reshape with whom – and how – business is done, as international relationships and alliances are reassessed. Our UBS panel unpacks three…

Positioning for inflation
#397 16 May 2022

Positioning for inflation

At a time when inflation is high and fears about central bank overreactions are driving markets, how can investors tap into opportunities? As well as an overview on positioning for inflation, we take a deeper dive into sustainable fixed income.

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 for products that resulted in a surge in demand in 2021 and why comparing recent prices…

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