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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

Who will win the race to autonomous cars?
#192 10 Jun 2018

Who will win the race to autonomous cars?

This week we’re setting our sights on advances in vehicular autonomy and digesting the findings of a recent UBS Evidence Lab Q Series report. The report’s lead author joins us to discuss who is likely to win in a world of autonomous vehicles, explain how the bank conducted its research…

Prices and earnings
#191 03 Jun 2018

Prices and earnings

The freshly published 17th edition of the UBS report that first appeared back in 1971 reveals how 77 international cities fare against each other in terms of purchasing power. For individuals or investors trying to understand long-term shifts in economic power or simply planning their next vacation, this study provides…

Sustainability solutions
#190 27 May 2018

Sustainability solutions

We discuss the first wholly sustainable-investing, cross-asset strategic allocation from UBS. The bank joined other financial firms and multilateral development banks to find sustainability solutions and launch this trailblazing allocation, filled exclusively with SI instruments, earlier this year. We hear how the bank’s thinking is informed by the urgent challenge…

Volatility is back
#188 13 May 2018

Volatility is back

This week we’re asking our panel what the return of volatility, following an abnormally calm 2017, means for investors. We’ll discuss some specific markets, in particular those across Asia, as we assess the macroeconomic and geopolitical factors that are shaping the space. The panel will consider how investors should best…

Korea opportunity
#187 06 May 2018

Korea opportunity

Our panel looks back on a historic day on the Korean peninsula and asks whether the meeting between the respective presidents of the North and South might finally signal a shift towards ending the 70-year conflict between the nations. How much we should read into the covenants undertaken by the…

The century club
#186 29 Apr 2018

The century club

We ruminate on the rising likelihood of 100-year lifespans. Once confined to science fiction, this idea is now a minimum requirement for many of the world’s most wealthy. This is one of the findings of a new global UBS Investor Watch, the largest survey of wealthy investors in the world.…

Private capital and a sustainable world
#185 22 Apr 2018

Private capital and a sustainable world

This week: the fruits of a remarkable partnership between institutional investors, development banks and wealth managers in pursuit of sustainable and inclusive growth. We focus on the creation of new indices that aim to create reliable benchmarks that can measure the creation of long-term value. Our panel will remind us…

Sustainability and fossil fuels
#184 15 Apr 2018

Sustainability and fossil fuels

Are sustainability and fossil fuels mutually exclusive? Our panellists share insights into how they see supply-and-demand patterns evolving and consider the implications for investors.

Challenges for the tech sector
#183 08 Apr 2018

Challenges for the tech sector

The tech sector has appeared embattled in recent weeks, enduring a blizzard of negative headlines regarding privacy, safety and data protection, and also in some other cases more rigorous scrutiny of the underlying technology. As a result, the sector has started to underperform the broader index. We’ll be asking: can…

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