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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
Disruption in the insurance industry
The UBS wealth management CIO’s biannual Shifting Asia series identifies and explores a trend that will shape the future of markets and sectors in the years ahead. The third edition looks at technology disruption in the insurance industry.
Corporate profits
Some investors are worried that stocks are getting expensive. But companies are continuing to bring in impressive profit growth. What’s driving this – and can it continue? Our panel guides us through all the main issues from strong earnings growth and how that continues to be supportive of revenue and…
Risk and reward
This week we look toward the risk horizon to consider the shifting sands of geopolitics. We’ll assess how events – particularly regarding North Korea – are reshaping the narrative and the risk profile. We’ll also consider what the investment implications are of rising geopolitical risk across the globe and ask…
Is there a bond-market bubble?
The former Fed chair Alan Greenspan certainly thinks so, and he’s been warning that it’s set to burst. Could he be right? Our expert panel run the rule over all the issues shaping the landscape, from long-term interest rates (which Greenspan thinks are unsustainably low) to the potential for stagflation…
The euro: five years on
We take the temperature of the eurozone, five years after Mario Draghi’s pivotal speech in which he pledged to do “whatever it takes” to save the euro. Our experts gauge the pace of change in the interim, ask what still needs to be done and identify the key drivers for…
Inflation
Inflation data has been weak around the US, eurozone and UK recently. But is that the real picture? What does the situation mean for central banks – and can they keep monetary policies easy for longer?
Electric vehicles: the road ahead
We take a drive into the UBS Q-Series Evidence Lab ‘teardown’ of the Chevrolet Bolt EV electric car. It’s a granular study of the world’s first mass-market electric vehicle and extends beyond the automotive sector into the likes of technology, chemicals, capital goods, semiconductors and more.
The Rise Fund
The Rise Fund is mobilising private wealth for the public good. UBS has raised $325m (€285m) towards it as part of a wider $5bn (€4.4bn) commitment to impact investments in line with the UN’s Sustainable Development Goals. How do these investments enable investors to earn compelling returns at the same…
Tail risk
How can investors assess and react to tail risk, whether that’s a prospective impeachment of Donald Trump, the possibility of conflict in the Middle East or turbulence from North Korea. We head across the regions to hear from our panel of experts, consider base-case, risk-case and tail-risk-case scenarios, and ask…
Millennials: the global guardians of capital
On the programme this week we discuss a new UBS white paper, ‘Millennials: the global guardians of capital. At the intersection of tech and wealth’. Join our special guests, including one of the report’s co-authors, to hear what sets the Millennials apart, chart the extraordinary wealth transfer that is to…
