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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

Are stocks overvalued?
#126 05 Mar 2017

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
#125 26 Feb 2017

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
#124 19 Feb 2017

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
#123 12 Feb 2017

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
#122 05 Feb 2017

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
#121 29 Jan 2017

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
#120 22 Jan 2017

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?

The UBS Future of Finance Forum on Crowd Capital-Raising
#118 08 Jan 2017

The UBS Future of Finance Forum on Crowd Capital-Raising

This week we’re in New York at the third UBS Future of Finance Forum. This year’s edition sees an expert panel and special guests considering crowd capital-raising and hoping to take a step forward in understanding how this will shape the future of the financial-services industry.

Looking ahead to 2017
#117 01 Jan 2017

Looking ahead to 2017

Will politics and policy drive markets – and what’s the end game? Our experts consider fresh approaches to generating financial returns, as well as mulling over some risks to watch out for in the next 12 months.

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