The Bulletin With UBS podcast

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The Bulletin with UBS

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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.

208 episoder

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The Bulletin with UBS

updated for 6 dager siden

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208 episoder

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1
What makes a reserve currency? 19:43

for 6 dager siden19:43

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19:43

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. See omnystudio.com/listener for privacy information.

1
The Art Basel and UBS Global Art Market Report 2025 27:25

for 13 dager siden27:25

27:25

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 McAndrew, Art Basel CEO, Noah Horowitz, and Paul Donovan of UBS. See omnystudio.com/listener for privacy information.…

1
Trump’s trade war 21:55

for 20 dager siden21:55

21:55

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 New York, to consider the outlook from here, discuss the effects on economies and markets, and ponder – as ever – what smart investors should do. See omnystudio.com/listener for privacy information.…

1
Gender-lens investment special 21:47

for 27 dager siden21:47

21:47

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 potential. Amantia Muhedini and Antonia Sariyska of the UBS Global Wealth Management CIO join to discuss. See omnystudio.com/listener for privacy information.…

1
Can gold shine brighter still? 10:49

for 5 weeks siden10:49

10:49

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. See omnystudio.com/listener for privacy information.…

1
‘Global Investment Returns Yearbook 2025’ 26:19

for 6 weeks siden26:19

26:19

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 Ganesh and Tim Ramskill. See omnystudio.com/listener for privacy information.…

1
What’s next for Germany? 16:21

for 7 weeks siden16:21

16:21

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. See omnystudio.com/listener for privacy information.…

1
International Women’s Day edition 26:46

for 8 weeks siden26:46

26:46

To mark International Women’s Day, we hear from four inspirational female leaders in finance. They discuss gender-lens investing, the rise of female-controlled wealth and its effects on broader economics, and the challenges facing female founders seeking to raise capital. Featuring (above left to right) Anouk Hilti-Zingg of Assarée; Julia Rees Toader of independent portfolio advisory firm Princes Capital; Lu Zhang, founder and managing partner of Fusion Fund; and Ana Mahony, CEO of Addition Wealth. See omnystudio.com/listener for privacy information.…

1
Longer-term investments: security and safety 18:50

for 9 weeks siden18:50

18:50

A focus on long-term structural developments influenced by technological advancement, resource scarcity and societal changes. We discuss the topics of security and safety with UBS Global Wealth Management equity analyst Achille Monnet, and head of longer-term investment themes, Alexander Stiehler. See omnystudio.com/listener for privacy information.…

1
Tariffs, trade and China’s ‘disappearing’ exports 17:46

for 10 weeks siden17:46

17:46

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 exports to the US has exceeded the value of US imports from China. Why is this happening? As UBS Global Wealth Management chief economist Paul Donovan explains, this doesn’t necessarily mean that there’s a ‘Bermuda Triangle’ affecting US-bound Chinese cargo vessels. See omnystudio.com/listener for privacy information.…

1
The UBS ‘Global Entrepreneur Report’ 15:21

for 11 weeks siden15:21

15:21

Exploring the findings of the new ‘Global Entrepreneur Report’ with Kiran Ganesh, head of investment communications in UBS Global Wealth Management. This is the first UBS report which has actively surveyed the opinions of entrepreneurs in the bank’s client base and its Industry Leader Network. The solicited views cover a wide range of key developments that might shape the growth of both industries and personal wealth. See omnystudio.com/listener for privacy information.…

1
The future of women’s wealth 16:02

for 12 weeks siden16:02

16:02

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 Women’s Wealth programme at UBS Global Wealth Management, joins the show to discuss how to better unlock investment potential for female founders and to consider the role of women within the unprecedented transfer of wealth currently happening across genders and generations. See omnystudio.com/listener for privacy information.…

1
The threat of ‘scapegoat economics’ 14:36

for 13 weeks siden14:36

14:36

The theme of The World Economic Forum annual meeting this year was “Collaboration for the Intelligent Age”. UBS Global Wealth Management chief economist Paul Donovan joins us to look back on the week and to discuss the threat posed by “scapegoat economics”. See omnystudio.com/listener for privacy information.…

1
The UBS Billionaire Ambitions Report 16:41

for 14 weeks siden16:41

16:41

We explore the latest edition of the longest-running and most comprehensive study of billionaire wealth. The 10th iteration tracks the wealth of more than 2,500 billionaires across the Americas, EMEA and APAC. As part of its research, UBS also conducted an online survey of the views of a sample of billionaire clients across the world. So what are some of the key discoveries? We discuss the report with Maximilian Kunkel, chief investment officer for global family and institutional wealth at UBS Global Wealth Management. See omnystudio.com/listener for privacy information.…

1
Mark Haefele on ‘The New Rules of Investing’ 16:41

for 15 weeks siden16:41

16:41

In this special edition, UBS global wealth management chief investment officer Mark Haefele discusses his new book, ‘The New Rules of Investing: Essential Wealth Strategies for Turbulent Times’. Co-written with Richard C Morais, the volume outlines Haefele’s view that new developments in everything from global affairs to demographics and technology mean that we need to change the way we think about investing. See omnystudio.com/listener for privacy information.…

1
Highlights from the UBS Australasia Conference 2024 24:35

for 16 weeks siden24:35

24:35

In the first programme of the new year we present a selection of interviews that the Monocle team conducted this past November on the margins of the UBS Australasia Conference in Sydney. UBS gathered industry leaders, policymakers and innovators at the event to explore how topics such as productivity, healthcare and technology affect the economy and investment landscape. Our show features Paul Donovan, chief economist in UBS Global Wealth Management; Renee Lo, Singapore-based regional director at Google; Lachlan Shaw, co-head of UBS mining research; and UBS analyst Richard Schellbach. See omnystudio.com/listener for privacy information.…

1
The Red Thread: diversification edition 17:28

for 17 weeks siden17:28

17:28

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 panel is Barry Gill, UBS Asset Management’s head of investments, Michele Gambera, head of strategic asset allocation, and Lucy Thomas, head of sustainable investing and impact. See omnystudio.com/listener for privacy information.…

1
Global Visionaries special: Raphael Güller of Sweep 21:58

for 18 weeks siden21:58

21:58

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, its involvement in this year’s UBS Pitch for Purpose event, and why it is important for UBS to champion organisations such as Sweep, which are driving solutions to the great challenges of the day. See omnystudio.com/listener for privacy information.…

1
UBS Optimus Foundation: 25th anniversary special 22:44

for 19 weeks siden22:44

22:44

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 effective philanthropy, with a particular focus on how education can drive social equality and enduring transformational change. See omnystudio.com/listener for privacy information.…

1
Global visionaries special: Dr Daniela Marino, CEO of Cutiss 27:58

for 20 weeks siden27:58

27:58

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 in this year’s UBS Pitch for Purpose event and why it’s important for UBS to champion individuals who are driving solutions to the great challenges of the day. See omnystudio.com/listener for privacy information.…

1
Investing in women 16:54

for 21 weeks siden16:54

16:54

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 and Anderson in ‘Konfekt’s’ winter issue, available on newsstands now. See omnystudio.com/listener for privacy information.…

1
What does Trump 2.0 mean for the US economy? 19:02

for 22 weeks siden19:02

19:02

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 Trump 2.0. See omnystudio.com/listener for privacy information.…

1
Nobel Perspectives: Claudia Goldin 9:58

for 23 weeks siden9:58

9:58

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 importance of fostering economic equality and empowering financial futures for all. Thanks to the partnership with UBS, you can read more about Goldin’s work in the winter issue of ‘Konfekt’, available on newsstands now. See omnystudio.com/listener for privacy information.…

1
The Art Basel and UBS Survey of Global Collecting 2024 25:06

for 24 weeks siden25:06

25:06

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 Switzerland, Mexico and Indonesia. The report’s author, cultural economist Dr Clare McAndrew, is joined by Paul Donovan, chief economist in UBS Global Wealth Management, and Art Basel CEO Noah Horowitz. See omnystudio.com/listener for privacy information.…

1
On biodiversity 26:45

for 25 weeks siden26:45

26:45

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 and impact investing for the UBS CIO, Andrew Lee. See omnystudio.com/listener for privacy information.…

1
The UBS International Pension Gap Index 20:01

for 26 weeks siden20:01

20:01

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 planning and how investments can help close pension gaps. See omnystudio.com/listener for privacy information.…

1
Artificial intelligence: Sizing and seizing the opportunity 21:20

for 27 weeks siden21:20

21:20

Ulrike Hoffmann-Burchardi, head CIO for equities in UBS Global Wealth Management, joins the show to discuss whether the current hype around AI technology and its adoption is justified. As capex and technical innovation continue apace, we’ll hear more about UBS’s investment framework to identify AI opportunities, shed some light on how AI actually works and highlight its implications for everything from the global economy to sustainable development. See omnystudio.com/listener for privacy information.…

1
Are key climate technologies breaking through? 18:49

for 28 weeks siden18:49

18:49

A new report from the UBS Sustainability and Impact Institute explores whether key climate technologies are breaking through at the scale and pace required to address the climate crisis. William Nicolle, the author of the report, explains that despite climate tech’s vast potential for emissions reduction, there remains a tricky road ahead as most of these technologies are economically uncompetitive or as yet too immature to easily scale. We’ll hear how processes might be improved to better understand complex dependencies, and also to better inform strategic policy, investment and organisational decisions. See omnystudio.com/listener for privacy information.…

1
The Draghi report: a paradigm shift for the EU? 13:59

for 29 weeks siden13:59

13:59

Geopolitical upheaval and increasing economic pressure have led to a rethink of the EU’s main priorities. Former ECB president Mario Draghi’s long-awaited report on the future of European competitiveness offers a blueprint for change – but can the EU shift its economic priorities and set a fresh course for growth? We’re joined by Sam Adams, economist in the UBS Global Wealth Management CIO, to discuss. See omnystudio.com/listener for privacy information.…

1
The UBS Global Real Estate Bubble Index 2024 21:04

for 30 weeks siden21:04

21:04

We explore the annual report providing an up-to-date take on global urban-housing markets and gauges the ‘bubble risk’ in residential property markets in 25 major cities worldwide. The 2024 edition charts a second successive year of slightly declining risk. We are joined from UBS by the report’s editor in chief, Matthias Holzhey, and also by Fahd Iqbal for a focus on Dubai. See omnystudio.com/listener for privacy information.…

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