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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
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.
Exploring the UBS Arena
Head behind the scenes of the construction of the superb UBS Arena in New York. Hailed as “a new arena for a new era” this unique and incredibly innovative facility will provide a base for the New York Islanders, the only NHL franchise without a permanent home. Ahead of the…
Borrowing to meet your goals
Our panel from the UBS Global Wealth Management CIO on reasons to borrow, how debt can help investors meet their goals – and why its costs and risks should be managed rather than avoided.
German elections preview
Maximilian Kunkel of UBS Global Wealth Management CIO and Monocle’s news editor, Christopher Cermak, look ahead to Germany’s federal elections on 26 September. Historically, the country’s elections have not been a major concern for investors, as the electoral system favours stability and evolution. While this will remain the case, the…
The Future of Space Tourism – revisited
An updated Q Series report from UBS Global Research explores how the rollout of space tourism and the resulting revenues are aiding the development and democratisation of the space ecosystem. There is now a greater amount of private capital and investor interest, with a number of space-related businesses and new…
UBS Global Visionaries: Kamran Khan of BlueDot
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 Kamran Khan, founder and CEO of BlueDot. The company’s mission is to protect people around the world from infectious diseases by combining…
