Sponsored by
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
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
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
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
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…
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 implement his green deal in the face of a potentially more fragmented France.
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 heart of the day’s big issues.
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 Economics for Art Basel, in partnership with UBS, and presents information based on data gathered from…
Mobilising impact investing and strategic philanthropy
Investment capital and co-ordinated action are needed to achieve a more sustainable future and avoid the worst consequences of global warming. Even as societal and investor focus increasingly swing towards prioritising social and environmental outcomes, impact investing and strategic philanthropy remain too narrow in focus and modest in scale. The…
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 interest rates and ongoing market volatility. The report’s editor in chief Kiran Ganesh and his colleague…
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 how the situation is shaping the geopolitical, economic and consumer prices landscape.
