The Bulletin with UBS

Oct 27 2024 100 ep. 19 mins 3.4k
The Bulletin with UBS Podcast artwork

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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The UBS International Pension Gap Index

Oct 27 2024 20 mins  
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

Artificial intelligence: Sizing and seizing the opportunity

Oct 20 2024 21 mins  
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 implica

Are key climate technologies breaking through?

Oct 13 2024 18 mins  
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 economi

The Draghi report: a paradigm shift for the EU?

Oct 06 2024 13 mins  
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 Wealt

The UBS Global Real Estate Bubble Index 2024

Sep 29 2024 21 mins  
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.Se

What does the US rate cut mean for investors?

Sep 22 2024 16 mins  
Our panel reflects on the US Federal Reserve decision to cut interest rates for the first time since March 2020. Paul Donovan, chief economist in UBS Global Wealth Management and Kiran Ganesh, managing director in the UBS Chief Investment Office, discuss the 50 basis-point reduction, consider the macro picture and explain what this week’s move means for investors.See omnystudio.c

Paul Romer: Nobel perspectives

Sep 15 2024 11 mins  
Professor Paul Romer won the 2018 Nobel Prize in Economic Sciences for his work integrating technological innovations into long-run macroeconomic analysis. In May, Romer spoke to Monocle Radio on the margins of the UBS Asian Investment Conference in Hong Kong. In the latest in a series in which luminaries of economics share their unique perspectives, Romer explains the effect of hu

Will gold keep its hold?

Sep 08 2024 18 mins  
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 the price. Plus: why geopolitical fears and election-related risks continue

Election watch: momentum shift?

Sep 01 2024 17 mins  
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.See omnystudio.com/listener for privacy information.

The meaning of craft, part three

Aug 25 2024 14 mins  
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. Part three features the globally minded, Zürich-based designer, architect and educator Charles O Job.See o