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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

#501 13 May 2024

Living well till 100

Cutting-edge medical technology, advances in AI and a sharper focus on healthier living mean that reaching the age of 100 could one day be the norm. But can our financial health survive just as long? UBS CIO equity strategist Wen Ching joins the show from Singapore to explain how smart…

#500 06 May 2024

ElectionWatch 2024: Implications of the US election for Europe

The latest instalment in our ElectionWatch series, based on reports published by the CIO of UBS Global Wealth Management. The reports look ahead to November’s potentially seismic general election in the US and consider its impact across sectors, themes and geographies. In today’s edition, Dean Turner and Thomas Wacker consider…

The future of artificial intelligence with Geoffrey Hinton and De Kai
#499 29 Apr 2024

The future of artificial intelligence with Geoffrey Hinton and De Kai

Professor Geoffrey Hinton, the British-Canadian computer scientist known as the “godfather of AI”, discusses the future of artificial intelligence with his former collaborator De Kai in a special edition of the programme recorded at the UBS Greater China Conference earlier this year. Does the rise of “artificial general intelligence” threaten…

#498 22 Apr 2024

Blended finance

Blended finance is a strategy that’s gaining momentum and visibility. In the past decade, it has mobilised more than $200bn (€188bn) in capital toward sustainable development in developing countries. Dhun Davar, head of social finance at the UBS Optimus Foundation, joins us to explain how this helps funding reach high-impact…

#497 15 Apr 2024

The next stage: Q2 outlook

What is the UBS Wealth Management CIO’s outlook for the second quarter of 2024? Our panellists explain why buoyant equity markets, a soft landing in the US, continued central-bank rate-cutting and the ongoing adoption of artificial intelligence have prompted their focus on technology, durable income and risk management. 

#496 08 Apr 2024

Global Investment Returns Yearbook

The Global Investment Returns Yearbook is the authoritative guide to historical long-run returns, most recently published by UBS with the London Business School, and covering all the main asset categories in 35 markets.

Art Basel Hong Kong special
#495 01 Apr 2024

Art Basel Hong Kong special

UBS celebrated the 10th year of its proud partnership with Art Basel Hong Kong with a dynamic programme focused on artist responses to city life. We meet Chankalun, an artist who pays homage to the city’s heritage of neon sign-making, and whose works were showcased at the fair in the…

#494 25 Mar 2024

UBS Global Consumer & Retail Conference

Reflections from the UBS Global Consumer & Retail Conference that took place last week in New York. We invite three UBS experts, including US Hardline/Broadline and Food Retail Analyst Michael Lasser, to share their insights into the key narratives that emerged both from the main sessions and on the margins.

The Art Basel & UBS Global Art Market Report 2024
#493 18 Mar 2024

The Art Basel & UBS Global Art Market Report 2024

The eighth annual Art Basel & UBS Global Art Market Report, authored by renowned cultural economist Clare McAndrew, once again provides a comprehensive, macroeconomic analysis of the state of the global art market in the preceding 12 months. We discuss the findings with McAndrew, Art Basel CEO Noah Horowitz and…

#492 11 Mar 2024

International Women’s Day special

We mark International Women’s Day by taking a deeper dive into a report from the Chief Investment Office (CIO) of UBS Global Wealth Management, which explores how women can realise their lifetime investment goals. With Marianna Mamou, head of advice beyond investing in the UBS CIO.

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