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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
UBS Global Visionaries: Ginger Krieg Dosier of Biomason
This week we are joined by another of the inspirational thought leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ginger Krieg Dosier of Biomason. Biomason’s mission is to reduce carbon emissions from concrete production and lead the transition to…
Distributed ledgers and digital assets: a primer
One of the editors-in-chief of this primer from the UBS CIO explains why the time was right to demystify cryptocurrencies, shine a light on the risks for investors and stress the importance of looking beyond crypto at the underlying technologies.
Global Real Estate Bubble Index 2021
We discuss the findings of the fifth Global Real Estate Bubble Index, an annual study from UBS Global Wealth Management’s Chief Investment Office which gauges the “bubble risk” in the residential property market in 25 major cities around the world. On the agenda: how pandemic-related restrictions and the rise of…
Oncology Impact Fund 2
Special guests from MPM Capital and UBS Global Wealth Management discuss the second Oncology Impact Fund. The $850m fund (which follows the record-setting success of the UBS OIF 1 that we covered on this programme back in 2016) is an impact-investing initiative that invests in private and public companies that…
UBS Global Visionaries: Ajaita Shah of Frontier Markets
This week we are joined by another of the inspirational thought leaders and innovators who UBS supports and celebrates through its Global Visionaries programme. This time it’s the turn of Ajaita Shah, founder and CEO of Frontier Markets. Shah’s mission is to use technology to empower women entrepreneurs to provide…
German election reaction
The federal election delivered a much closer result than opinion polls predicted, with the SPD winning the most votes, just ahead of the CDU/CSU bloc. The Greens polled worse than expected as did the left-wing Die Linke party, making a coalition of left-leaning parties unviable. With coalition talks likely to…
Navigating record highs: the Q4 outlook
Global equities rallied to new highs in the third quarter, powered by strong economic and corporate earnings growth – particularly in the US and Europe. Unusually, this has coincided with a sharp fall in bond yields, with the US 10-year dropping as low as 1.2 per cent and US high-yield…
Art Basel
We’re off to the fair! As Art Basel makes its much-anticipated return this week, we discuss the mood among fair-goers. Plus: we take a timely look at UBS and Art Basel’s jointly published, mid-year review, ‘Resilience in the Dealer Sector’, which was authored by renowned cultural economist Dr Clare McAndrew.…
Clashing powers: the evolving US-China relationship
What does the evolving bilateral relationship mean for investors? The two editors in chief of a new report from the UBS global wealth management Chief Investment Office analyse the relationship and some of the key areas that define it, from trade and capital entanglement, to technology and cybersecurity.
Where is inflation heading?
What caused the recent rises in inflation? We consider the implications for investors and the prospect of inflation dropping as a result of potential changes in supply and demand. Plus: a view on central banks and potential policy responses.
