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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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Latest episode

The UBS Reserve Manager Survey 2023:

The annual UBS Reserve Management Seminar and its resulting survey provide one of the most authoritative depictions of official reserve management activities. This year’s research was conducted between April and June, collecting responses from nearly 40 central banks from all regions globally. What was discussed at the conference – and what can we learn from the freshly published survey? With UBS’s Massimiliano Castelli and professor Arturo Bris.

Latest episodes

EpisodeDateDescriptionDownloadPlay
4563 Jul 2023
21 min

The UBS Reserve Manager Survey 2023: 

The annual UBS Reserve Management Seminar and its resulting survey provide one of the most authoritative depictions of official reserve management activities. This year’s research was conducted between April and June, collecting responses from nearly 40 central banks from all regions globally. What was discussed at the conference – and what can we learn from the freshly published survey? With UBS’s Massimiliano Castelli and professor Arturo Bris.

DownloadPlay
45526 Jun 2023
27 min

Balancing act: UBS’s investment outlook: 

Our panel from UBS Global Wealth Management’s chief investment office explains why we face a balancing act in the second half of the year. There’s a path for higher stocks but it is narrow: economic growth can neither be so strong as to force the US Federal Reserve into further hikes, nor be so weak as to drive fears of a recession. Our experts discuss what smart investors can do over the coming months. With Nadia Lovell, Kiran Ganesh and Paul Donovan.

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45419 Jun 2023
16 min

‘Own Your Worth’ 2023: 

Carey Shuffman, head of UBS’s US women’s segment, guides us through the latest edition of the annual report that explores how women approach their financial wellbeing. Shuffman tells us how she and her colleagues compiled this year’s data, reveals some of its key findings and reminds us why a sharp focus on women’s financial participation remains as vital as ever.

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45312 Jun 2023
29 min

The Art Basel & UBS Global Art Market Report: 

As Art Basel begins we are discussing this year’s Art Basel & UBS Global Art Market Report. It contains annual deep-dive research that provides a comprehensive, macroeconomic analysis of the state of the global art market. So what does the latest edition reveal? Find out with report author and Arts Economics founder Clare McAndrew, Marco Antonini from UBS Art Advisory and UBS chief economist Paul Donovan.

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4525 Jun 2023
14 min

UBS Global Family Office Report 2023: 

This year’s edition of the UBS Global Family Office Report documents the findings of a survey of 230 single-family offices around the world. Max Kunkel, CIO for global family and institutional wealth within UBS Global Wealth Management, joins the programme to explain why family offices are planning a major shift in strategic asset allocation.

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45129 May 2023
17 min

Debt ceiling deadline: 

Leslie Falconio and Tom McLoughlin from the UBS Wealth Management Chief Investment Office in the US join the programme to discuss the current crisis and consider the different pathways to resolution.

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45022 May 2023
23 min

Metaverse: 

We discuss the recent longer-term investment paper from UBS Global Wealth Management’s chief investment office, which is focused on the metaverse. Our panel explains that while the full realisation of the metaverse may take as long as a decade to occur, they expect iterative improvements in related infrastructure, AI and experiences over the next few years. With insights from the report’s lead authors Kevin Dennean, Michelle Laliberte and Antoinette Zuidweg.

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44915 May 2023
31 min

The rise of the impact economy – part 2: 

The second of a double bill exploring the impact economy. Prompted by a new white paper from The UBS Sustainability & Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS S&I Forum was established last year to drive the discourse and today we meet one of its founding members, CEO of Conexus Financial, Fiona Reynolds. Plus: insights from UBS Global Wealth Management chief economist, Paul Donovan.

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4488 May 2023
30 min

The rise of the impact economy – part 1: 

The first of a double bill exploring the impact economy. Prompted by a new white paper from the UBS Sustainability and Impact Institute, we discuss the most critical issues in sustainable finance today. The UBS Sustainability and Impact Forum was established last year to drive the discourse and today we meet one of its founding members, Sir Partha Dasgupta, Professor Emeritus of Economics at the University of Cambridge. Much of Sir Partha’s celebrated research has covered ecological economics.

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4471 May 2023
11 min

Emerging markets focus: 

Though not wholly immune to ongoing stresses in the global banking sector, emerging markets seem to be marching to a different beat. Alejo Czerwonko, chief investment officer emerging markets Americas at UBS, explains why and tells us what this means for portfolio positioning.

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44624 Apr 2023
13 min

Why alternatives matter: 

Traditional equity-bond diversification failed to protect investors in 2022. Antoinette Zuidweg, alternative investment strategist at UBS Global Wealth Management, explains the role that alternatives can play in challenging times.

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44517 Apr 2023
26 min

Global Visionaries special: Education Partnerships group: 

Meet Kate Dooley, CEO of Education Partnerships and another of the inspirational thought-leaders and innovators that UBS supports and celebrates through its Global Visionaries programme. In this special episode, Kate is joined by Tom Hall, global head of Social Impact and Philanthropy at UBS, to discuss the power of collective philanthropy at Monocle’s headquarters in Zürich.

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44410 Apr 2023
9 min

Please adjust your data set: 

UBS Global Wealth Management chief economist Paul Donovan joins the show to discuss the challenge of navigating between reported data and economic reality. How do statisticians make sense of this? And what can smart investors do to ensure that their portfolios are positioned correctly?

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4433 Apr 2023
21 min

Q2 Outlook: Stability amid uncertainty: 

With inflection points in interest rates and economic growth ahead, staying focused on the long term, mitigating risks, managing opportunity costs and seizing attractive returns will be among the key challenges. So what should smart investors do?

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44227 Mar 2023
15 min

Art Basel Hong Kong special: 

Global lead partner UBS has been celebrating the return of the fair with a programme to drive engagement and increase access to art in the local community. We learn more about how UBS drives its programmes of public engagement, hear from the director of the fair and speak to the manager for APAC of UBS’s extraordinary corporate art collection.

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