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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

The Future of Waste
#282 02 Mar 2020

The Future of Waste

As UBS continues to hit new milestones in thematic and sustainable investing, the bank has produced a new longer-term investment initiative. The new programme of “Future Of….” pieces of meta-thematic research focuses on challenges that resonate with clients and provide associated investment solutions with a strong sustainability component. The first…

#281 24 Feb 2020

Getting the clean-energy transition on track

An extended interview with Sam Arie, lead author of a recent UBS report on global energy and climate change. The research examines the potential restrictions on new fossil fuel investment and why and how that could lead to the convergence of the energy and utility sectors. As well as exploring…

#280 17 Feb 2020

Can you pay taxes with bitcoin?

Spoiler alert: the answer is “no”. The chief economist of UBS Global Wealth Management and the founder and CEO of Otonomos join the show to help explain why bitcoin (or any other cryptocurrency) is not fit to settle such liabilities. Despite this fact, there appears to be appetite in some…

#279 10 Feb 2020

US election update

his week we report from the presidential campaign trail. Our panel reviews the chaotic Democratic caucus in Iowa and looks ahead to the New Hampshire primary. What does the economic and investment landscape look like as the general election looms?

#278 03 Feb 2020

Investor sentiment

The panel explores the global investor outlook, dipping into UBS Global Wealth Management’s latest quarterly survey. Both high-net-worth individuals and business owners have a more upbeat outlook entering the new year, with cash levels and concerns over domestic politics declining. The panel discusses the role that home bias plays in…

WEF 2020: The UBS Climate Aware framework
#277 27 Jan 2020

WEF 2020: The UBS Climate Aware framework

We’re in Davos where UBS published a white paper unveiling its Climate Aware framework to help harness private capital to close the climate finance gap. It’s the fourth time that UBS has addressed the Sustainable Development Goals in its white papers published at the WEF. This latest piece was titled:…

The UBS Greater China Conference 2020
#276 20 Jan 2020

The UBS Greater China Conference 2020

A record number of delegates attended the 20th annual event, which is the leading forum for investors and companies seeking insight and access to the world’s second-largest economy. As well as reflecting on some key themes from the conference, our panel will consider the strategic importance of China as a…

#275 13 Jan 2020

Crisis in the Middle East

As well as providing a recap of the events that shaped a turbulent week for the Middle East, our panel will explore how the geopolitical volatility has impacted markets and consider how investors should best position to navigate the choppy waters.

#274 06 Jan 2020

The future of food: beyond meat

Our panel discusses recent revolutionary changes in agriculture and shifting dietary patterns and makes sense of what these moves mean for investors. In particular we’ll be looking “beyond meat” at areas such as lab-grown food and considering why a natural, abundant and affordable future for food depends on technology.

#273 30 Dec 2019

The UBS European Conference 2019

Highlights from November’s annual gathering of more than 90 European CEOs in London, focusing on the UBS Opinion Leaders panel: ‘Low for longer or low forever: what does it mean for markets?’ We ask Arend Kapteyn, global chief economist at UBS Investment Bank, and Mark Haefele, chief investment officer of…

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