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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
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.
Pick of the crop
We unpack the longer-term investment themes that the UBS CIO expects to perform best in 2017, from automation and robotics to security and safety. We also review the global trends behind them and discuss how current political themes play into these areas.
Mobilising private wealth for public good
Discussing the UBS white paper for the World Economic Forum’s annual meeting. The document sets out a strategy to channel private wealth towards the UN’s Sustainable Development Goals, tying in with the broader Davos meeting’s theme of “responsive and responsible leadership”.
China outlook
In a year of leadership change at home and abroad, which developments will drive the country’s economy and markets? What are the prospects for the yuan in 2017? And how will China balance short-term priorities against long-term transformation?
Women as a force for economic change
This week our panel discusses a UBS report investigating the reasons behind the continuing gender gap and consider whether addressing that imbalance could fix a sluggish economy.
