Transformational innovation opportunities: AI, electrification and longevity 

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  • Affairs


  • Episode 565

  • 18 min
  • The Bulletin with UBS
  • Affairs


  • Episode 565

  • 18 min

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.

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Action amid uncertainty: The UBS outlook 

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.

Proper copper opportunity 

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.  

Scapegoat economics and the cost of prejudice politics

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.

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