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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 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…

Macron’s second term
#395 02 May 2022

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
#394 25 Apr 2022

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
#393 18 Apr 2022

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
#392 11 Apr 2022

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…

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