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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

UBS Global Visionaries: Mark Pollock
#220 23 Dec 2018

UBS Global Visionaries: Mark Pollock

We are joined by another of the inspirational thought leaders who UBS supports through its Global Visionaries programme. This time it’s the remarkable Mark Pollock. After losing his sight in 1998 he became an ultra-endurance athlete, becoming the first blind adventurer to race to the South Pole. In 2010, however,…

‘Year Ahead 2019’: part two
#219 16 Dec 2018

‘Year Ahead 2019’: part two

In the second of two special programmes we continue our analysis of the UBS CIO Year Ahead 2019, the definitive investment outlook on the next 12 months. Today US equities are in focus. We’ll discuss the maturity of the economic cycle, what we can expect in terms of GDP and…

‘Year Ahead 2019’: part one
#218 09 Dec 2018

‘Year Ahead 2019’: part one

This week, in the first of two special programmes, we dive into the UBS CIO Year Ahead 2019, the definitive investment outlook for the next 12 months. The report’s editor in chief is among the guests from UBS Wealth Management who will address the key issues set to define the…

Nobel perspectives: Michael Spence
#216 25 Nov 2018

Nobel perspectives: Michael Spence

To help address the big questions that shape our world, UBS has sought out a number of Nobel laureates in the economic sciences to ask them to share insights and discuss their research. This week we’re hearing from one of them: Michael Spence, winner of the centennial Nobel prize for…

The UBS European Conference 2018
#215 18 Nov 2018

The UBS European Conference 2018

In our third annual visit to the London conference, we focus on a panel that discussed the topic of normalising global monetary policy. We hear from two of the panellists and ask them to expand on the theme, explaining how investors should best position themselves to profit from challenges to…

The UBS Global Real Estate Bubble Index 2018
#214 11 Nov 2018

The UBS Global Real Estate Bubble Index 2018

This week we ask which global cities are at the highest risk of experiencing a real-estate bubble. Our panel will also discuss the ‘affordability crisis’ that is gripping markets and dominating headlines, while the editor of Monocle has some tips on building sustainable and effective residential developments in our cities.

Building or burning bridges?
#213 04 Nov 2018

Building or burning bridges?

This week our panel discusses the likelihood of a Brexit deal given the stumbling blocks. They’ll survey the domestic political landscape in the UK for clues as to whether any deal that is agreed might get through parliament and mull the prospects for new global deals post-Brexit given prevailing trade…

New visionaries and the Chinese century
#212 28 Oct 2018

New visionaries and the Chinese century

This week our panel discusses the latest edition of UBS and PwC’s annual ‘Billionaires Insight Report’. From the greatest ever annual increase in billionaire wealth, to the challenge of US dominance in innovation from across Asia and China in particular, we’ll explore the lessons of the data and the key…

Thinking strategically about emerging markets
#211 21 Oct 2018

Thinking strategically about emerging markets

Our panel discusses a new research piece from the UBS wealth management CIO, explaining why a focus on the tribulations of EM assets risks ignoring the huge progress that emerging economies have made, as well as the wealth of investment opportunities on offer.

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