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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
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.
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
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 of oil and gas have been dislocated. More broadly, the war has also prompted a reframing…
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 Lindholm, CEO of wealth management at UBS for the UK and Jersey. Mamou and Lindholm discuss…
Geopolitics and investing
With the shattering events of recent days in Ukraine dominating the global news agenda, this week our guests are exploring the intersection of geopolitics and investing. The ongoing conflict between Russia and Ukraine means that short-term volatility is set to continue; but what does that mean, whether for markets or…
