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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.

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Latest Episodes

Taming the dragon
#40 12 Jul 2015

Taming the dragon

Despite some rallies in a volatile week, China’s equity market has fallen some 30 per cent in the last month or so, a loss of around $3trn. Can the government support its stock market?

Referendums and exits
#39 05 Jul 2015

Referendums and exits

As all eyes turn to Athens we explore referendums and exits and consider the history of monetary union break-ups. What, if anything, can history teach us about the current crisis?

#38 28 Jun 2015

Emerging markets healthcare

We explore the potential of emerging markets healthcare for investors, discuss how demography and other secular changes are affecting the sector and assess the viability of reform programmes across EM economies.

#37 21 Jun 2015

Spotlight on cyber security

Cyber security is a hot topic right now for markets, analysts and investors alike. We consider how threats to cyber security cause volatility and attempt to gauge what challenges – and opportunities – such…

#36 14 Jun 2015

The big bond sell-off

We ask what has caused the recent sell-off, how much further there is still to go and what it all means for everything from the shape of investor portfolios to real-world economics.

#35 07 Jun 2015

China’s stock bubble

We discuss what’s prompted China’s equity market bubble and recent stock volatility. We then consider what might happen if the bubble bursts, both in China and beyond.

#34 31 May 2015

The Billionaire Report

We delve into the UBS/PwC 2015 Billionaire Report to explore the creation, preservation and philanthropic impact of extreme wealth.

#33 24 May 2015

Bubble trouble

Is it time to regulate against market bubbles? We consider potential measures and explore the possible risks of over-regulation.

United kingdom?
#32 17 May 2015

United kingdom?

Following the Conservatives’ unlikely election triumph we take the temperature in Westminster and ask if this could spell a European Union exit for the United Kingdom.

Summer sales?
#31 10 May 2015

Summer sales?

Is ‘sell in May and go away’ an outmoded adage or sage advice? UBS analysts and our global experts explain the real risks and rewards that are shaping investment strategy.

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