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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

The Red Thread: diversification edition
#534 30 Dec 2024

The Red Thread: diversification edition

We explore the most recent edition of UBS Asset Management’s flagship thought-leadership paper, ‘The Red Thread’, which is focused on diversification. Long a central tenet of investment theory, many assumptions about the strategy have been tested of late due to the dominance of the so-called “Magnificent Seven” tech companies. Our…

Global Visionaries special: Raphael Güller of Sweep
#533 23 Dec 2024

Global Visionaries special: Raphael Güller of Sweep

Raphael Güller is the co-founder and chief product officer of Sweep, and one of the inspirational leaders who UBS supports and celebrates through its Global Visionaries programme. Raphael is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Sweep’s origin story,…

UBS Optimus Foundation: 25th anniversary special
#532 16 Dec 2024

UBS Optimus Foundation: 25th anniversary special

We mark the occasion by hearing from Tom Hall, UBS global head of social impact and CEO of the UBS Optimus Foundation Network, and from one of its partners who has already been driving change: Fabio Segura, co-CEO of the Jacobs Foundation. They discuss the importance of collaboration in delivering…

Global visionaries special: Dr Daniela Marino, CEO of Cutiss
#531 09 Dec 2024

Global visionaries special: Dr Daniela Marino, CEO of Cutiss

Dr Daniela Marino is the CEO and co-founder of skin-graft innovators Cutiss and one of the inspirational leaders that UBS supports and celebrates through its Global Visionaries programme. Marino is joined at Monocle’s HQ in Zürich by Tom Hall, global head of social impact at UBS, to discuss Cutiss’s success…

Investing in women
#530 02 Dec 2024

Investing in women

The second of two specials focused on breaking barriers in economics and finance, brought to you by UBS and Monocle’s sister publication, ‘Konfekt’. This show features insights from Addition Wealth founder, Ana Mahony, and business leader Rania Anderson. Thanks to the partnership with UBS, you can read more about Mahony…

What does Trump 2.0 mean for the US economy?
#529 25 Nov 2024

What does Trump 2.0 mean for the US economy?

UBS’s head of fixed income and co-lead of the bank’s ElectionWatch report series, Kurt Reiman, joins the show to reflect on Donald Trump’s US presidential election success. In a conversation recorded as Trump finalised appointments to his cabinet, Reiman discusses the likely direction of travel for the US economy under…

Nobel Perspectives: Claudia Goldin
#528 18 Nov 2024

Nobel Perspectives: Claudia Goldin

The first of two special editions focused on investing in women and breaking economic barriers, brought to you by UBS and ‘Konfekt’, the sister publication of ‘Monocle’. Featuring insights from one of the extraordinary cohort of economists that shapes the UBS worldview: 2023 Nobel laureate Claudia Goldin. Goldin discusses the…

The Art Basel and UBS Survey of Global Collecting 2024
#527 11 Nov 2024

The Art Basel and UBS Survey of Global Collecting 2024

The largest survey of its kind to date, the report reveals insights into buyer behaviours and the transfer of wealth between generations of high-net-worth individuals against a backdrop of challenging economic conditions. This year’s edition gathered responses from more than 3,500 such collectors across 14 global markets, including new additions…

On biodiversity
#526 04 Nov 2024

On biodiversity

The United Nations Biodiversity Conference recently concluded in Cali, Colombia. On today’s programme, we discuss both the event and the theme of biodiversity more generally with two leaders in the field from UBS: lead for advocacy and nature in the chief sustainability office, Judson Berkey; and global head of sustainable…

The UBS International Pension Gap Index
#525 28 Oct 2024

The UBS International Pension Gap Index

The UBS International Pension Gap Index compares retirement systems across 25 markets based on the voluntary savings required from its participants. Its authors, James Mazeau and Elisabeth Beusch, explain why private savings are crucial to maintain an accustomed lifestyle in retirement. They explain how the index demonstrates the importance of…

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