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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
En marche?
We discuss the challenges that lie ahead for France’s new president Emmanuel Macron following his sweeping election success, from industrial relations to structural reform, youth unemployment to his promise to cut €60bn in spending. Plus: what does all this mean for investors?
Ballot and Brexit: UK update
Our expert panel looks ahead to next month’s UK general election and discusses how the early jockeying for position over Brexit talks is faring and what it might mean for investors. We’ll hear more about how ongoing political volatility and unpredictability are affecting both markets and investment strategy, and we’ll…
Trump’s first 100 days
This weekend marks the first 100 days of Donald Trump’s presidency. We hear from some of the experts at UBS who had set out their expectations of the new administration prior to the inauguration and who have been tracking it through its formative weeks, looking at decision-making, policy implementation, diplomacy…
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 to Asia annually. We’ll explore that data with the report author and a top equity analyst,…
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…
