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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

#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…

#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, published last month by Routledge, Donovan sets out the reasons why avoiding prejudice will be critical…

#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 thing’ for investors.

#320 23 Nov 2020

The Year Ahead 2021

The latest annual investment research report from the CIO of UBS Wealth Management is subtitled (perhaps inevitably given the last nine months) ‘A Year of Renewal’. Our panellists explore how best to navigate the next 12 months: from whether and how the world will shift back to pre-pandemic norms to…

Electric vehicles: the road to cost parity
#319 16 Nov 2020

Electric vehicles: the road to cost parity

UBS Q-Series research, powered by the UBS Evidence Lab, connects the dots across asset classes, geographies and sectors. Today we explore a new Q-Series report entitled: ‘Tearing down the heart of an electric car: cost parity a closer reality?’ One of the authors of the piece tells us more about…

The US presidential election
#318 09 Nov 2020

The US presidential election

As the dust settles on an extraordinary race for the White House, a panel of our regular contributors share insights into the seismic political, economic and market vibrations caused by an unprecedented election day and its aftermath.

#317 02 Nov 2020

Convertible arbitrage

Thanks to the insights of Karim Cherif and Georg Weidlich from the UBS Global Wealth Management CIO, we present the next installment in a special season of features exploring hedge funds. In part two, Georg Weidlich heads into the studio to field questions about convertible arbitrage.

#316 26 Oct 2020

Election Watch

As the final week of campaigning for the US presidential election begins, we peruse the latest Election Watch piece from the CIO in UBS Global Wealth Management. Our global panel of experts from UBS assesses the fierce political race taking place against an extraordinarily turbulent backdrop. We’ll hear from the…

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