The Bulletin with UBS
Delivering insights into the people, places and products shaping the financial week ahead. Hear from the finest minds and freshest thinkers as they take you beyond the numbers and the hype to get to the heart of the day’s big issues.
Episodes
Dominic Schnider from UBS Global Wealth Management joins us to discuss industrial metal markets and to explain why copper might provide a compelling opportunity for smart investors with a longer-term view.
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Scapegoat economics wrongly blames a particular group for problems, while prejudice politics promises to reduce that group’s influence. Paul Donovan of UBS explains what happens when prejudice fails to solve the underlying issue.
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The seminar and accompanying survey feature the views of around 40 central banks and provide an unrivalled and authoritative depiction of reserve-manager activities. Massimiliano Castelli and Shamaila Khan of UBS discuss this year’s edition.
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Necessary reading for those interested in the trends shaping wealth, the report covers 56 markets and more than 92 per cent of global wealth. Featuring insights from UBS economists Paul Donovan and James Mazeau.
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Generative artificial intelligence is a technology with potentially transformative power in any number of industries. How can smart entrepreneurs ensure that they keep pace with the transition? Achille Monnet of UBS Wealth Management explains.
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Maciej Skoczek, senior real estate economist in the UBS GWM CIO and the author of the 2025 report, discusses the outlook for the sector and reveals the location that tops this year’s rankings.
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With the UN Ocean Conference underway in Nice, we present the first of a two-part exploration of the blue economy, featuring key contributors to a new UBS white paper.
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This week in New York, UBS and Dior present House of Craft, an exclusive exhibition curated by Carine Roitfeld and dedicated to the craft of couture. With photographer Brigitte Niedermair and UBS’s John McDonald.
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The sixth edition reflects the views of more than 300 family offices managing an average of $1.1bn. Maximilian Kunkel, CIO for global family and institutional wealth at UBS Global Wealth Management, reports.
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Many women who’ve experienced a wealth-transfer event faced serious challenges, and most who expect to inherit from their parents feel unprepared. Carey Shuffman discusses the findings of the latest UBS ‘Own You...
With continuing uncertainty and volatility prompted by Trump, trade, tariffs and more, Paul Donovan of UBS tracks the latest economic and geopolitical developments in order to help investors stay focused.
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US presidents are always in a hurry to advance their agenda but Trump’s actions so far suggest an even greater sense of urgency. UBS’s Kurt Reiman discusses the president’s first 100 days in office.
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Are artificial intelligence-industry fundamentals more resilient than recent market volatility might suggest? Sundeep Gantori, UBS CIO equity strategist, joins us from Singapore to discuss the opportunity.
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While the US dollar has been the dominant – but not the only – reserve currency since 1947, its role has been eroded as other currencies have gained market share. UBS’s Paul Donovan explains what might happen next.
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The ninth annual Art Basel and UBS Global Art Market Report, compiled by Dr Clare McAndrew of Arts Economics, provides a comprehensive, macroeconomic analysis of the state of the global art market in the past year. It examines the industry’s various segments, including galleries, dealers, auction houses and art fairs, and assesses their performance against the backdrop of changes in global economics and wealth. We hear from M...
Donald Trump’s tariffs amount to a generational shift in US economic policy, with the measures bringing the effective tariff rate on imports into the US to its highest level in at least 100 years. Markets have since been digesting the fallout, with equities dropping sharply, bonds and gold rallying, and the US dollar depreciating against most major currencies. We’re joined by Kurt Reiman, head of fixed income at UBS in ...
We are joined by the authors of a new UBS report that takes a detailed look at the state of women in the world, gauging gender-equality progress thus far and seeking to understand the remaining barriers. “Gender-Lens Investment: The State of Women in 2025” explores how investors can continue to intentionally align their capital in ways that dislodge the barriers that women face and promote the realisation of their full ...
Gold prices soared to another all-time high this week, breaking through the $3,000 per ounce barrier. With the price having reached UBS Global Wealth Management CIO’s long-held target, can it continue to rally? Wayne Gordon, managing director in the UBS CIO in Singapore, joins us to discuss what’s next.
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This annual guide to historical long-run returns is put together by UBS Investment Bank and UBS Global Wealth Management’s Chief Investment Office, in partnership with Professor Paul Marsh and Dr Mike Staunton of the London Business School and Professor Elroy Dimson of the University of Cambridge. The latest edition explores how 125 years of historical data can provide crucial insights for the future. Featuring Marsh, Kiran G...
With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major boost in defence and infrastructure spending, what will this mean for investor confidence? Featuring Maximilian Kunkel, strategist at UBS Switzerland; and Sam Adams, economist for UBS in London.
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