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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

#330 01 Feb 2021

Shaping sustainable finance

A new UBS paper on the trends that are set to shape sustainable finance in 2021, published this week for the WEF’s Davos Agenda (virtual) meetings, addresses challenges linked to the Covid-19 pandemic. While…

The UBS x Luminary Fellowship Program
#329 25 Jan 2021

The UBS x Luminary Fellowship Program

Founder and CEO of Luminary, Cate Luzio (pictured), and Carey Shuffman, head of the Women’s Strategic Client Segment in UBS, discuss the UBS x Luminary Fellowship Program, which aims to support businesses owned by…

#328 18 Jan 2021

Stranded assets

There is a growing schism between growth assets (high tech, resilient, high sustainability rating) and value assets (low tech, cyclical, low sustainability rating); it’s as though 90 per cent of investors were exclusively interested…

#327 11 Jan 2021

Leisure and hospitality trends

Due to the global coronavirus pandemic, investors are facing a challenge of unprecedented near-term sales declines. The head of UBS’s travel and leisure equity research team in Europe considers whether corporates can deliver sufficient…

#326 04 Jan 2021

European luxury-sector trends

What are the prospects of a return to normal in the European luxury sector this year? UBS’s head of European luxury goods is here to explain how this sector proved its premium valuation in…

#324 21 Dec 2020

The Biden presidency and the US in 2021

Donald Trump’s legal manoeuvres failed to affect the formal electoral vote count in each of the states. President-elect Joe Biden garnered 306 electoral votes, which is likely to be enough to ensure a formal…

#323 14 Dec 2020

Brexit update

Our panel gauges the impact of a fraught week of will they/won’t they negotiations in Brussels over the prospects for a last-minute trade deal. Up for discussion are the near-term risks, as well as…

#322 07 Dec 2020

‘Profit and Prejudice’

‘Profit and Prejudice: The Luddites of the Fourth Industrial Revolution’ is the brilliant new book by one of this programme’s regular voices, Paul Donovan, chief economist of UBS Global Wealth Management. In the book,…

#321 30 Nov 2020

The 5G opportunity

Following the launch of Apple’s first 5G phone and with 5G applications set to generate trillions of dollars of economic value in the next decade, our panel considers whether 5G is the ‘next big…

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