David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

David Lefkowitz, Frederick Mellors and Kiran Ganesh of UBS discuss the durability of the AI investment cycle, the breadth and resilience of corporate earnings growth, and the path of inflation and monetary policy.

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 UBS house view on AI, earnings growth and inflation

“Financial parenting” is the process by which each generation prepares the next for financial wellbeing. Marianna Mamou of UBS explains how our relationship with money begins long before we ever manage meaningful assets.

&ldquo;Financial parenting&rdquo; is the process by which each generation prepares the next for financial wellbeing. Marianna Mamou of UBS explains how our relationship with money begins long before we ever manage meaningful assets.

Preparing the next generation for financial wellbeing

The 2026 edition analyses residential property prices and real estate trends across 23 major cities, with a spotlight on Zürich. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.

The 2026 edition analyses residential property prices and real estate trends across 23 major cities, with a spotlight on Z&uuml;rich. Authors Matthias Holzhey and Maciej Skoczek of UBS discuss the findings.

The UBS Global Real Estate Bubble Index 2026

As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

As trillions of dollars move between generations, a new cohort is bringing different values and expectations to their investments. How can wealth managers adapt to these shifting priorities?

The UBS house view on AI, earnings growth and inflation

In 1 playlist(s)

The Bulletin with UBS

Social links

Follow podcast

Recent clips