The Bulletin with UBS

UBS is counting down to July’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. This week, UBS’s Kevin Dennean discusses the rise and impact of the smartphone.See omnystudio.com/listener for privacy information.

As the next generation inherits wealth in an unprecedented transfer, how will their perspectives and preparations reshape markets, institutions and social priorities? UBS head of global next-generation solutions, Anastasia Deryagina, explains.See omnystudio.com/listener for privacy information.

Massimiliano Castelli, head of global sovereign markets strategy and advice in UBS Asset Management, explains the disconnect between record-high US equity markets and the ongoing Middle East conflict and rising energy prices.See omnystudio.com/listener for privacy information.

UBS expects the space economy to grow to more than $1trn by 2040. What are the key opportunities and risks for investors ahead of this inflection point? With Alex Stiehler and Ashim Thakur.See omnystudio.com/listener for privacy information.

Amantia Muhedini of UBS explains how a new report that mapped the investable universe and proposes a “theory of change” approach can help clients to invest through a gender lens and close the gender-wealth gap.  See omnystudio.com/listener for privacy information.

Kiran Ganesh of the UBS Global Wealth Management CIO joins the show to explain how smart investors can navigate a complex landscape shaped by a convergence of geopolitical and technological factors.See omnystudio.com/listener for privacy information.

Banking is UBS’s craft. This is why UBS celebrates inspirational individuals whose mastery mirrors its values: dedication, expertise, passion. Here we meet James Allison, technical director for the Mercedes-AMG Petronas Formula 1 Team.See omnystudio.com/listener for privacy information.

Get the picture on the 10th edition of the annual benchmark analysis of the state of the global art market with its author, Clare McAndrew, as well as Art Basel CEO Noah Horowitz and Paul Donovan of UBS.See omnystudio.com/listener for privacy information.

How are global entrepreneurs feeling about 2026 and about the future of their enterprises? The second annual UBS Global Entrepreneur Report reveals their optimism – and an appetite for expansion that’s undimmed by geopolitical uncertainty.See omnystudio.com/listener for privacy information.

This authoritative asset offers a unique record of real returns across equities, bonds, bills, currencies and now gold – helping investors place market developments in historical context. With professor Paul Marsh and UBS’s Kiran Ganesh.See omnystudio.com/listener for privacy information.

Ahead of International Women’s Day we discuss women and the health gap with Marianna Mamou, head of advice beyond investing in the UBS CIO and author of a compelling new UBS report. See omnystudio.com/listener for privacy information.

UBS is counting down to July’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. This week, UBS’s Kurt Reiman discusses the rise and impact of the assembly line.See omnystudio.com/listener for privacy information.

Thomas Schori, Tide Ocean Material’s founder and CEO, discusses his success in this year’s UBS Pitch for Purpose event and why it is important for UBS to champion individuals addressing urgent global challenges.See omnystudio.com/listener for privacy information.

With price fluctuations continuing and some unprecedented sell-offs, what will happen next in the market for the shiny metals? Top UBS strategists Giovanni Staunovo and Wayne Gordon join us to explain.See omnystudio.com/listener for privacy information.

While fragmented markets, bureaucracy, complexity and high social spending might hold Europe back, there remains plenty to be optimistic about. UBS’s Burkhard Varnholt explains why Europe is rich – in both contradictions and opportunities.See omnystudio.com/listener for privacy information.

Last week, Monocle Radio was broadcasting live from the World Economic Forum in Davos, where our team welcomed two special guests from UBS Global Wealth Management: CIO Mark Haefele and CIO Americas Ulrike Hoffmann-Burchardi.See omnystudio.com/listener for privacy information.

Richard Huang of UBS explains why private markets make sense for investors taking longer-term portfolio positions. Plus: three key drivers for putting your money to work today in this space.See omnystudio.com/listener for privacy information.

Kiran Ganesh joins us with some timely updates to the UBS ‘Year Ahead’ publication, which was released back in November. Can AI innovation, fiscal spending and easing monetary policy power a new era of growth?See omnystudio.com/listener for privacy information.

UBS is counting down to this year’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. In part two, UBS’s Nathaniel Gabriel discusses the ascent of the aviation sector.See omnystudio.com/listener for privacy information.

A special seasonal edition featuring Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. The 2024 laureate, Daron Acemoglu, reflects on the turbulent times in which we live.See omnystudio.com/listener for privacy information.

This week we’re joined by UBS's Emma Wheeler and Marianna Mamou to discuss their work on women’s wealth and supporting female entrepreneurs. Plus: Meet the 2025 UBS Female Founder Award winner, Databento's CEO, Christina Qi.See omnystudio.com/listener for privacy information.

Our series reviewing the UBS European Conference concludes with a focus on central banks. Our guests discuss the outlook for the US and Europe, and a new AI-based tool that tracks central-bank tone and sentiment. See omnystudio.com/listener for privacy information.

The report surveys UBS billionaire clients globally on the unique challenges and opportunities ahead. The 11th edition focuses on the forces driving wealth creation and the evolving ambitions of the world’s most influential families.See omnystudio.com/listener for privacy information.

Our series reviewing the latest UBS European Conference continues with Neil Hosie, UBS Head of Execution Services and host of the event’s first Heads of Trading track, discussing markets, trading and navigating complexity.See omnystudio.com/listener for privacy information.

Anastasia Deryagina, UBS’s head of global next-generation solutions, discusses the great wealth transfer, how best to ensure a smooth succession and the enduring value of the bank’s partnership with The Young Investors Organization.See omnystudio.com/listener for privacy information.

Our series reviewing the latest UBS European Conference begins with Raj Hindocha, UBS global research COO; Michel Lerner of UBS Holt; and Robert Donnenfeld of UBS Evidence Lab, discussing data as a differentiator.See omnystudio.com/listener for privacy information.

UBS is counting down to next year’s US semiquincentennial with a series of reports exploring 250 years of uniquely American innovation. For part one, UBS’s Kurt Reiman discusses the development of the transcontinental railroad.See omnystudio.com/listener for privacy information.

UBS celebrates inspirational individuals whose commitment to craft mirrors the values that drive it: dedication, expertise and passion. In this episode, we meet celebrated chef Nina Métayer (pictured) and renowned fashion designer Guo Pei. See omnystudio.com/listener for privacy information.

This year’s edition presents new findings on high-net-worth individuals in the art market. Featuring Art Basel CEO, Noah Horowitz, UBS Global Wealth Management chief economist, Paul Donovan, and report author Dr Clare McAndrew of Arts Economics.See omnystudio.com/listener for privacy information.

Banking is UBS’s craft. This is why UBS celebrates inspirational individuals whose commitment to mastery mirrors the values that drive UBS: dedication, expertise, passion. In this episode, we meet visionary conductor Long Yu.See omnystudio.com/listener for privacy information.

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 central banks will keep buying and what this means for smart investors.See omnystudio.com/listener for privacy information.

The 2025 edition analyses residential property prices in 21 major cities, providing insights into current global and regional real estate trends. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.See omnystudio.com/listener for privacy information.

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

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?See omnystudio.com/listener for privacy information.

New French prime minister Sébastien Lecornu is the fifth premier in under two years. UBS CIO for France, Claudia Panseri, discusses whether the Macron loyalist can galvanise the National Assembly and curb French borrowing.See omnystudio.com/listener for privacy information.

The UBS Wealth Management CIO’s ‘Digital Assets 101’ series explores important developments in the digital-asset landscape. Michael Bolliger, UBS CIO for emerging markets, joins to discuss the potential of stablecoins.See omnystudio.com/listener for privacy information.

We conclude our season of insights from Nobel laureates in economics whose expertise informs UBS’s approach to answering complex questions. 2016 winner Bengt Holmström reflects on crafting economic knowledge for the real world.See omnystudio.com/listener for privacy information.

Our latest special edition features two Nobel laureates in economics whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card (pictured) and 2024 laureate Daron Acemoglu reflect on their experiences.See omnystudio.com/listener for privacy information.

The second instalment of our special edition featuring Nobel laureates in economics whose insights inform UBS’s approach to complex questions. 2016 laureate Bengt Holmström returns to discuss the uncertain times we live in.See omnystudio.com/listener for privacy information.

 Special edition featuring Nobel laureates in economics, whose insights inform UBS’s approach to answering complex questions. 2021 winner David Card and 2024 laureate Daron Acemoglu (pictured) discuss the uncertain times in which we live. See omnystudio.com/listener for privacy information.

UBS expects structural trends such as AI, electrification and longevity to be the biggest long-term drivers in equity markets. Ulrike Hoffmann-Burchardi, GWM head of global equities, explains how smart investors can take advantage.See omnystudio.com/listener for privacy information.

Despite a volatile year so far, there remains rewards for patient investors capable of navigating uncertainty. Kiran Ganesh, UBS GWM head of investment communications, discusses what we might learn in the remainder of 2025.See omnystudio.com/listener for privacy information.

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.  See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.

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.See omnystudio.com/listener for privacy information.