The Bulletin with UBS
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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.
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Can gold continue to shine bright?
With gold passing $4,000 per troy ounce for the first time, Wayne Gordon and Giovanni Staunovo of UBS join the show to discuss this record, whether ce...
UBS Global Real Estate Bubble Index 2025
The 2025 edition analyses residential property prices in 21 major cities, providing insights into current global and regional real estate trends. Auth...
Towards a sustainable ocean economy: Part Two
Key contributors to a UBS white paper on the blue economy discuss how the vital system of the global oceans can be supported and sustained in the long...
What does the Fed’s much-anticipated rate cut mean for investors?
The much-anticipated quarter-point Federal Reserve rate cut might be the first of several this year. But what does this week’s move mean for investors...
Déjà vu? What’s next for France?
New French prime minister Sébastien Lecornu is the fifth premier in under two years. UBS CIO for France, Claudia Panseri, discusses whether the Macron...
Could stablecoins challenge banks and payment-service providers?
The UBS Wealth Management CIO’s ‘Digital Assets 101’ series explores important developments in the digital-asset landscape. Michael Bolliger, UBS CIO...
Nobel perspectives: Crafting economic knowledge for the real world, part two
We conclude our season of insights from Nobel laureates in economics whose expertise informs UBS’s approach to answering complex questions. 2016 winne...
Nobel perspectives: Crafting economic knowledge for the real world, part one
Our latest special edition features two Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. 2021 winner...
Nobel Perspectives: Market volatility, part two
The second instalment of our special edition featuring Nobel laureates in economics whose insights inform UBS’s approach to complex questions. 2016 la...
Nobel Perspectives: Market volatility, part one
Special edition featuring Nobel laureates in economics, whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card a...
Transformational innovation opportunities: AI, electrification and longevity
UBS expects structural trends such as AI, electrification and longevity to be the biggest long-term drivers in equity markets. Ulrike Hoffmann-Burchar...
Action amid uncertainty: The UBS outlook
Despite a volatile year so far, there remains rewards for patient investors capable of navigating uncertainty. Kiran Ganesh, UBS GWM head of investmen...
Proper copper opportunity
Dominic Schnider from UBS Global Wealth Management joins us to discuss industrial metal markets and to explain why copper might provide a compelling o...
Scapegoat economics and the cost of prejudice politics
Scapegoat economics wrongly blames a particular group for problems, while prejudice politics promises to reduce that group’s influence. Paul Donovan o...
The annual UBS Reserve Manager Seminar: From soft landing to stagflation?
The seminar and accompanying survey feature the views of around 40 central banks and provide an unrivalled and authoritative depiction of reserve-mana...
‘Global Wealth Report 2025’: What are the trends and drivers of wealth creation?
Necessary reading for those interested in the trends shaping wealth, the report covers 56 markets and more than 92 per cent of global wealth. Featurin...
AI disruption and opportunity: a guide for entrepreneurs
Generative artificial intelligence is a technology with potentially transformative power in any number of industries. How can smart entrepreneurs ensu...
Alpine Property Focus: which region has the most expensive holiday homes?
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 th...
Towards a sustainable ocean economy: Part I
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...
‘House of Craft’
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....
UBS Global Family Office Report 2025
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 insti...
‘Own Your Worth’ report 2025
Many women who’ve experienced a wealth-transfer event faced serious challenges, and most who expect to inherit from their parents feel unprepared. Car...
Uncertainty principles
With continuing uncertainty and volatility prompted by Trump, trade, tariffs and more, Paul Donovan of UBS tracks the latest economic and geopolitical...
Trump’s first 100 days
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 dis...
Artificial intelligence: Beyond the Big Four
Are artificial intelligence-industry fundamentals more resilient than recent market volatility might suggest? Sundeep Gantori, UBS CIO equity strategi...
What makes a reserve currency?
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 m...
The Art Basel and UBS Global Art Market Report 2025
The ninth annual Art Basel and UBS Global Art Market Report, compiled by Dr Clare McAndrew of Arts Economics, provides a comprehensive, macroeconomic...
Trump’s trade war
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...
Gender-lens investment special
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...
Can gold shine brighter still?
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...
‘Global Investment Returns Yearbook 2025’
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...
What’s next for Germany?
With the post-election direction of political travel more clear, and with chancellor-elect Friedrich Merz having already outlined plans for a major bo...
International Women’s Day edition
To mark International Women’s Day, we hear from four inspirational female leaders in finance. They discuss gender-lens investing, the rise of female-c...
Longer-term investments: security and safety
A focus on long-term structural developments influenced by technological advancement, resource scarcity and societal changes. We discuss the topics of...
Tariffs, trade and China’s ‘disappearing’ exports
When looking at trade between two countries, the value of exports should be lower than the value of imports. In recent years the value of China’s expo...
The UBS ‘Global Entrepreneur Report’
Exploring the findings of the new ‘Global Entrepreneur Report’ with Kiran Ganesh, head of investment communications in UBS Global Wealth Management. T...
The future of women’s wealth
Insights on the future of women’s wealth from the Equality Lounge at The World Economic Forum’s annual meeting in Davos. Emma Wheeler, head of the Wom...
The threat of ‘scapegoat economics’
The theme of The World Economic Forum annual meeting this year was “Collaboration for the Intelligent Age”. UBS Global Wealth Management chief economi...
The UBS Billionaire Ambitions Report
We explore the latest edition of the longest-running and most comprehensive study of billionaire wealth. The 10th iteration tracks the wealth of more...
Mark Haefele on ‘The New Rules of Investing’
In this special edition, UBS global wealth management chief investment officer Mark Haefele discusses his new book, ‘The New Rules of Investing: Essen...