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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
Do choppy currency markets really matter?
Are roller-coaster moves in currency markets a perception or a reality? And aside from uncertainty at the bureau de change, do big swings in currencies really matter in today’s global markets?
Emerging themes in sustainable investing
How it is possible to evaluate environmental, social and governance practices in emerging nations? Plus: more on the wider trends in SI, from gender lens investing to green bonds, and our experts consider when ESG factors might cease to be a niche concern and instead form the foundation to all…
The Billionaire Report
We delve into the third edition of the UBS/PwC Billionaire Report, part of a continuing investigation into an historic era of wealth generation. The featured data covers about 1,400 billionaires over two decades; it includes 14 of the largest billionaire markets, accounting for about four fifths of billionaire wealth around…
Private markets
Amid negative bond yields, and with stock markets at record highs, investors are often hard-pressed to find attractive propositions in public markets. With about five times as many private companies as public companies with revenues of more than $100m, the target opportunity set for private equity is relatively deep. So…
What would a Trump presidency mean for markets?
We ask experts in the US and around the world what a Trump presidency would mean for markets. We consider the age-old strategic challenge of pricing in political risk and ask whether the right balance is struck between assessing traditional economic indicators and weighing the (understandable if unedifying) impact of…
Are central banks in the endgame?
Central-bank policy has driven both news and investment flow in the years since the global financial crisis but nearly a decade on investors are beginning to question whether monetary policy is still the only viable game for global markets.
Trading misplaces
Taking the temperature of global trade: does cross-border commerce do more harm to the equal distribution of income and wealth than it helps to boost economic growth? Our experts debate the issue and explore why global trade is front and centre in the race for the White House.
Health and wellbeing
This week we explore a new UBS initiative informed by developments in health and wellbeing. Launched recently with the inaugural global Wealth Management health-and-performance conference, the bank has been exploring ways for its employees to improve their lives and professional performance by adopting particular wellbeing strategies. We hear from the…
Focus on China
As the G20 rolls into Hangzhou we shine our spotlight on China. Monocle’s man in Shanghai sets the scene and our panel of global experts considers where we are 12 months on from China’s shock yuan devaluation. Has everything turned out as our analysts expected?
Abenomics rebooted
Japanese prime minister Shinzo Abe has been busy revamping his economic revival plan after receiving a fresh electoral mandate. We gauge the impact of “Abenomics” and ask whether the government’s latest moves can deliver long-term success.
