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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

#332 15 Feb 2021

Diversity and equality

The lead author of a freshly published report looking at longer term investments discusses its conclusions with the chief economist of UBS Wealth Management and the CEO for the UK & Jersey. Diversity and economic inequalities have come to the fore following social and political flashpoints in advanced economies and…

#331 08 Feb 2021

Highlights from the UBS GCC. Part 1: the economy of wellness

The UBS Greater China Conference (GCC) 2021 took place last month, featuring a packed schedule of presentations from sector experts and thought leaders from across the world. In the coming weeks on this programme we’ll be looking back at the GCC to bring you insights and highlights, starting with a…

#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 UBS has been at the forefront of sustainable finance for more than 20 years, 2020 proved…

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 women of colour who have been disproportionately affected by the pandemic. It does so by delivering…

#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 in owning 10 per cent of assets. But who will buy and manage these stranded assets…

#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 short-term damage control to enable investors in this space to look at the longer term with…

#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 a turbulent year. Plus: what might the risks associated with that return to normal look like…

#325 28 Dec 2020

UBS Global Visionaries: Vicki Saunders and Eva Lindholm

We meet another of the inspirational thought leaders and innovators who UBS support and celebrate through its Global Visionaries programme. This time it’s the turn of SheEO founder Vicki Saunders, who joins us in conversation with Eva Lindholm, CEO of Wealth Management at UBS for the UK and Jersey. SheEO’s…

#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 declaration by Congress on 6 January. So what does this mean for the weeks, months and…

#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 consideration of some key longer-term questions such as how the latest developments fit with structural changes…

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