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.

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.

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.

The Bulletin with UBS

The disconnect between geopolitics and markets 

To mark a decade of the UBS programme in which Nobel laureates in economic sciences such as Paul Romer (pictured) share insights to help shape the bank’s thinking, we present a retrospective of 10 of our favourite conversations.

To mark a decade of the UBS programme in which Nobel laureates in economic sciences such as Paul Romer (pictured) share insights to help shape the bank&rsquo;s thinking, we present a retrospective of 10 of our favourite conversations.

Celebrating 10 years of UBS ‘Nobel Perspectives’ 

At the start of the year the question was whether AI and innovation could help markets and economies to overcome the drag of debt, volatility and stubborn inflation. As we enter H2, do we have an answer?

At the start of the year the question was whether AI and innovation could help markets and economies to overcome the drag of debt, volatility and stubborn inflation. As we enter H2, do we have an answer?

The UBS CIO outlook on H2 

As Art Basel returns to Basel, we consider how collectors can navigate one of the most important moments in the global art calendar. Featuring experts from UBS Art Advisory alongside artist and Zero 10 co-curator Trevor Paglen.

As Art Basel returns to Basel, we consider how collectors can navigate one of the most important moments in the global art calendar. Featuring experts from UBS Art Advisory alongside artist and Zero 10 co-curator Trevor Paglen.

The disconnect between geopolitics and markets

In 1 playlist(s)

The Bulletin with UBS

Social links

Follow podcast

Recent clips