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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
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 are their insights still valuable when navigating global markets?
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 markets still entwined with that of the dollar?
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 a crucial role to play in meeting such challenges. Plus: we dip into a new social-investment…
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 try to paint a picture of the art market with all its complexities. We’ll also put…
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 role that these vehicles should play in an investor’s strategy and the big changes that 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 and during Women’s History Month in the US, we’ll also hear from a pioneering woman leading…
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 an inflation rate that is above the reported rate. Featuring a special extended interview with UBS…
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 property market, an accumulation of debt, wobbles in the interbank market and capital flight.
Beyond money
The last in a special series of UBS future of finance forums comes from Hong Kong, where a panel of industry experts, delegates and guests discuss investing in alternative assets in the digital age.
