The Bulletin with UBS

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.

Join Nathaniel Gabriel, an equity strategist at UBS, as he delves into the fascinating world of aviation innovation. He discusses how historical trends in aviation inform modern forecasting and explores key milestones from the Wright Flyer to cutting-edge designs. Gabriel highlights the role of military partnerships in accelerating flight advancements and examines the impact of government contracts on aviation projects. He also sheds light on sustainable aviation fuels and the exciting prospects of urban air mobility, showcasing how technology is reimagining the future of flight.

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 episode features Emma Wheeler, Head of UBS's Global Women's Wealth Programme, and Marianna Mamou, Head of Device Beyond Investing. They discuss the economic benefits of investing in women-led businesses, which often outperform their peers. Christina Qi, CEO of Data Bento, shares her experiences as a female founder in finance and the challenges women face in fundraising. Wafa Al-Abaidat, founder of Playbook, emphasizes empowering women through education and investment opportunities, highlighting the importance of persistent support in this journey.

Join Jonathan Pingel, Chief US Economist at UBS, who shares insights on US growth and the tensions affecting inflation. Anna Titareva, European and UK Economist, discusses Eurozone prospects and why she believes Germany will become a growth leader by 2027. Eleanor Amoroso, Rates Strategist, introduces an innovative AI tool that tracks central-bank language and sentiment. Together, they explore the interplay of fiscal policies and the nuanced communication of central banks, revealing new ways to interpret monetary direction.

Maximilian Kunkel, Chief Investment Officer at UBS Global Wealth Management, shares insights from the UBS Billionaire Ambitions Report. He discusses the three forces shaping billionaires today: new self-made talent, inheritance dynamics, and global mobility. Kunkel highlights how the next generation prioritizes impact, particularly in technology and healthcare. He emphasizes a shift towards strategic, lower-risk investment behaviors among inheritors, particularly women, and notes the growing focus on North America for investment opportunities.

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.

Kurt Reiman, Head of Fixed Income at UBS CIO Americas, dives into the Transcontinental Railroad's historical significance and its modern parallels, like AI infrastructure. He reveals how the railroad transformed travel and commerce, drastically reducing time and costs. Kurt also discusses standardized timekeeping and the creation of time zones sparked by railroads. He draws lessons from 19th-century capital expenditure cycles, analyzing their risks against today's AI spending, and highlights the importance of studying US innovation history for informed investing.