The Bulletin with UBS

Ulrike Hoffmann-Burchardi, GWM Head of Global Equities, gives insights into UBS's forecast on market trends driven by AI, electrification, and longevity. She highlights how these transformational innovations will reshape investment landscapes. The discussion reveals the importance of adapting strategies to harness these emerging trends. Hoffmann-Burchardi also explores lucrative opportunities in the aging population sector, emphasizing the roles of AI in healthcare advancements and the need for infrastructure upgrades to accommodate electrification demands.

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, a strategist from UBS Global Wealth Management, dives into the dynamic industrial metal markets with a focus on copper. He outlines why copper stands out as a promising investment amidst potential tariffs and economic shifts. The discussion covers the strong demand from China, supply challenges, and how macroeconomic factors like dollar strength influence pricing. Schnider also reveals investment strategies for navigating the volatile landscape, making a compelling case for long-term positioning in copper.

Paul Donovan, UBS Global Wealth Management Chief Economist, dives into the complexities of scapegoat economics and prejudice politics. He discusses how certain groups, especially immigrants, are unjustly blamed for economic woes, masking underlying issues. Donovan explores the dangers of economic nationalism, emphasizing that irrational choices can harm market efficiency. He also highlights the cyclical nature of political scapegoating in the U.S. and the potential repercussions of upcoming trade tariffs on competitiveness and pricing.

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.

Join Paul Donovan, Chief Economist at UBS, and James Mazeau, Economist in UBS Global Wealth Management, as they unpack fascinating trends shaping global wealth. They discuss the rise of everyday millionaires and the complexities of measuring wealth distribution. Key insights include the great wealth transfer, the increasing prominence of wealthy women, and the emergence of new millionaire profiles, like the 'Emily.' Discover how shifts in generational wealth are changing the landscape of wealth management and the importance of thoughtful economic analysis.

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.