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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

Will gold keep its hold?
#518 09 Sep 2024

Will gold keep its hold?

With the yellow metal having rallied sharply to hit new highs, our panel explains whether they think gold will keep its hold on investors. Giovanni Staunovo and Wayne Gordon from UBS explain why the policy and risk environment, and structural demand, are combining to point to continued medium-term upturn in…

Election watch: momentum shift?
#517 02 Sep 2024

Election watch: momentum shift?

Thomas McLaughlin, managing director at the UBS Chief Investment Office, joins the show to reflect on the recently concluded Democratic National Convention in Chicago. We discuss the broader context of Kamala Harris’s truncated campaign and consider what the latest polling tells us about November’s vote.

The meaning of craft, part three
#516 26 Aug 2024

The meaning of craft, part three

The final part of our special series exploring the meaning of craft in today’s world. Craft is not just about what you do but also how you go about doing it, and in this series, Monocle and UBS have been interrogating how this idea comes to life across different industries.…

The meaning of craft, part two
#515 19 Aug 2024

The meaning of craft, part two

The next in our special series exploring the meaning of craft in today’s world. Craft is not just about what you do but also how you go about doing it, and in this series, Monocle and UBS are interrogating how this idea comes to life across different industries. Part two…

The meaning of craft, part one
#514 12 Aug 2024

The meaning of craft, part one

The first in a special series exploring the meaning of craft in today’s world. Craft is not just about what you do but also how you go about doing it: the ability to gaze both backwards and forwards; to recognise heritage and skill, and combine it with a compelling vision.…

The rise of private credit
#513 05 Aug 2024

The rise of private credit

‘The Red Thread’ publication by UBS Asset Management is released bi-annually and tackles topics from different angles to help readers find common threads and make sense of important trends. We focus on a chapter from the recent Disruption edition of ‘The Red Thread’ unpacking the history – and looking to…

US election watch: the race heats up
#512 29 Jul 2024

US election watch: the race heats up

We discuss the effect of Joe Biden’s decision not to stand for re-election and throw his support behind vice-president Kamala Harris. What does the move mean for the race? And what does that mean for investors as we head towards November’s vote? Joining the show are Tom McLoughlin, UBS senior…

Decision time: H2 Outlook
#511 22 Jul 2024

Decision time: H2 Outlook

We look ahead at H2 2024 and, more specifically, towards November’s US presidential election. With the US deciding its next leader, AI continuing to advance and interest rates likely to be cut, there is much for investors to focus on as they consider their options this year and beyond. Looking…

UBS Global Wealth Report 2024
#510 15 Jul 2024

UBS Global Wealth Report 2024

The UBS Global Wealth Report has been at the forefront of insights into household wealth for 15 years and has become a key reference point for all those interested in trends shaping wealth across the world. Featuring analysis from UBS Global Wealth Management chief economist Paul Donovan and Economist Samuel…

The UBS Annual Reserve Management Seminar
#509 08 Jul 2024

The UBS Annual Reserve Management Seminar

This is the 30th edition of the UBS Reserve Management Seminar, one of the most authoritative depictions of official reserve-management activities available. This iteration includes the views of some 40 central banks, covering geopolitics, currencies, asset allocation and, this year, reform of financial infrastructure. With Massimiliano Castelli and Philipp Salman…

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