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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
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…
Are central banks taking away the punchbowl?
Has there been something of a golden age of central bank support – and is it coming to an end? Our experts discuss the performance of these institutions since the financial crisis and consider how long their accommodative policies might continue.
Philanthropy in China
We discuss ‘Values and Vision: Perspectives on Philanthropy in 21st Century China’, an exploratory study of philanthropic giving among China’s wealthy. Philanthropy in China is in a state of expansion, experimentation and evolution. Our special guests track the trends and developments in the sector, explain the priorities and purposes of…
The UK election
This week we’re discussing the outcome of Thursday’s general election in the UK. Prime minister Theresa May called the snap vote at a time when her incumbent Conservative party was flying high in the polls. But after a shaky, and frankly unconvincing, campaign the electorate dealt her a sizable blow:…
China slowdown
Chinese retail sales, fixed-asset investment and new-lending growth all fell in April in further signs that the economy is suffering from recent government measures to curb an unsustainable expansion in credit. Although commodities have reacted badly, do stable foreign-exchange reserves suggest that China should have this slowdown under better control…
Changing places: Europe & the US
Just a few months ago it was Europe facing the political risks and tepid economic data. But now that’s more a story for the US. Eurozone data has been strong, with recent numbers showing the German economy picking up speed in the first quarter, with GDP expanding by almost two-and-a-half…
Calm or complacent?
This week: are markets just calm or are investors being complacent? Despite the fact that the US equity market suffered its worst trading day in around eight months this week, in the main, volatility has been extraordinarily low. We’ll ask our expert panellists to explain why, historically, low volatility hasn’t…
