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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
AI in Asia
Artificial intelligence could have a major impact upon Asia – and the world at large. According to a new UBS CIO report, by 2030 it will have added up to $3trn of economic value…
Poll position
Polling and survey data came under fire last year as investors, like many others, were confounded by one political outcome after another. So how important are surveys for investors? Should we discount them or…
Has the US dollar had its day?
We ask whether investors should be positioning for a stronger or a weaker dollar and if stronger global growth led by the US inevitably means higher US-borrowing costs. Plus: is the fate of emerging…
Social innovators
UBS and partner Ashoka support social enterprises by bringing innovative solutions to bear on some of the world’s most pressing problems. We hear from Ashoka director Mark Cheng on why the private sector has…
Economics of the art market
We delve into a sector that has traditionally been difficult to quantify. With the help of a new research project produced for UBS and Art Basel by the cultural economist Dr Clare McAndrew, we’ll…
Hedge funds
Several high-profile investors have criticised the hedge-fund industry recently and the sector’s performance was somewhat challenging last year. We ask our panel of international experts about the outlook for hedge funds in 2017, the…
Gender-lens investing
We’ll look at what it means and why it works with experts from UBS and Rethink Impact, the largest US-based firm investing in social-impact companies with a gender lens. And, following International Women’s Day…
Are stocks overvalued?
The US benchmarks keep hitting record highs along with more general global stocks. Should this worry investors? Or is there more to come? Our panel of global experts delivers its verdict.
Inflation and inequality
People spend on different bundles of goods and services so inflation differs. And because the calculation of the inflation basket is plutocratic it reflects the spending patterns of higher-income groups, meaning most people have…
China’s balancing act
How does a country reconcile stabilising growth and accumulating debt? We ask whether China’s advocacy for globalisation is at odds with its restrictive capital controls and how the country can cope with an overheating…
