UBS Global Research Pod Hub
This podcast features insights from UBS Global Research's economics, strategy, and industry thought leaders on key topics. Episodes cover a range of subjects relevant to global markets and investment.
Episodes
Under the Hood of the Electric Vehicle Revolution: Are We There Yet?
What really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC1. Together, they unpack the latest battery teardown - literally stripping EV batteries down to their core - to reveal the true costs, hidden innovations, and why “triple parity” could mark a tipping point for global EV adoption.
A‑Shares vs H‑Shares: The essential guide to China’s equity markets
Sunil Tirumalai, Head of Emerging Markets and Asia Equity Strategy, sits down with Lei Meng, China Equity Strategist, for a high-level introduction to China’s onshore A‑share market - and how it differs from offshore H‑shares. They break down why two equity markets exist, and why A‑shares have historically traded at a valuation premium versus H‑shares.
*(This information is subject to a disclaime
Time tested investment lessons: What 100 years of market data teaches us
Andrew Garthwaite, UBS Chief Global Equity Strategist, and Elroy Dimson, Professor of Finance at Cambridge Business School and co‑author of the UBS Global Investment Returns Yearbook, distil over 100 years of market history into the insights that matter most - and keep repeating.
From how to think about market “bubbles”, to why diversification can surprise investors, and why staying invested has
Analyst playbook: How is machine learning reshaping equity research?
Equity research isn’t just spreadsheets and models. Paul Schneider speaks with Tommaso Aquilante and Jamie Dorricott from UBS’s Empirical Scientific Approaches team about how parameters, prompts, and the scientific method are changing what “good analysis” really looks like - and what skills aspiring analysts should focus on, in a machine‑assisted world.
*(This information is subject to a disclaim
AI in banking: Benefits, barriers and breakthroughs
As banks invest in AI capabilities, the focus is shifting from hype to delivery. This episode examines where AI is already improving operations, why trust remains banking’s core strength, and why execution will select the winners. With insights from Jason Napier, European Banks Analyst at UBS, and Paul Schneider, Head of Markets Focus.
*(This information is subject to a disclaimer at the end of t
Making sense of China’s Outlook
Reflecting on China’s recent National People’s Congress (NPC), Robin Xu, Head of China Research at UBS, sits down with Yu Song, Chief China Economist to break down the key takeaways from the congress, the growth trajectory, and what this ultimately mean for China's economic outlook.
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the
Breaking down quantum computing – Building towards implementation
In part 2 of our series on Quantum Computing, Paul Schneider sits back down with Madeleine Jenkins to look ahead at what could be. They explain why investors have taken such an interest in this topic, and the practical road towards implementation which could potentially reshape technology, markets, and industries alike.
*(This information is subject to a disclaimer at the end of this podcast. Ple
Breaking down quantum computing – bit by bit
In part one of this two-part series, Paul Schneider sits down with Madeleine Jenkins, Tech Hardware analyst, to discuss the mechanics of Quantum Computing and how it works. They explore the risks and opportunities, and why it's relatively low costs could mean the start of the next tech revolution.
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you
What is driving the comeback story in biopharma?
With drug pricing cuts easing, investor interest is returning, driven by fresh innovation, active M&A, and rotation into a long undervalued sector. Dimiter Tassev, UBS Healthcare Advisory Sales Specialist, speaks with Michael Yee, Global Head of Biotechnology Research at UBS investment Bank, about the outlook for US biopharma.
*(This information is subject to a disclaimer at the end of this p
Food by 2040: The personalised Nutrition Revolution
Charles Eden, European Chemicals Analyst at UBS Investment Bank, joins Paul Schneider, Head of Markets Focus, to unpack the forces transforming the global food system and the shift toward personalised nutrition. (This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Analyst Playbook: The evolving role of data and statistics in research
In this episode, Christopher Clarke sits down with Josh Stone, Head of Energy at UBS, to discuss how analysts use data, and how the value of data is changing in 2026 and beyond.
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
AI, Data Centres and the Energy Transition: What Investors Need to Know
Paul Schneider speaks with Vicki Kalb, Global Head of ESG and Sustainability Research, about the critical role of data centres in powering AI. From power and water constraints to the accelerating energy transition and nuclear’s potential role, they explore what this means for markets and investor portfolios.
*(This information is subject to a disclaimer at the end of this podcast. Please ensure t
Global Economics and Market Outlook 2026-2027
In this episode of the Global Research Pod Hub, Bhanu Baweja, Chief Strategist at UBS, sits down with Arend Kapteyn, Chief Economist for UBS, to break down the annual Outlook for the year ahead. They look at the key economic themes for 2026-2027 and market investment ideas.
Uncovering China’s Healthcare Boom
Caroline Li, Deputy Product Manager, sits down with Chen Chen, Head of China Healthcare, to explore the forces driving China’s Healthcare surge, regulatory dynamics and the investment opportunities shaping the sector’s future.
*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information abou
From cowboys to civil rights: Essential reads from the UBS Head of Americas Research
Join Jim Van Tassel, Head of Americas Equity Research and Heidi Richardson, Head of EMEA Product Management, as they explore the power of literature and history in shaping perspectives, leadership decisions, and research insights. From historical epics to social commentary, hear about the books that inspire Jim. Reading list: The Fate of Day - Rick Atkinson Poverty in America - Mathew Desmond
No Driver Needed: China’s Robotaxi Boom
In this episode, Caroline Li, Deputy Product Manager and China Deputy-Head is joined by Paul Gong, Head of China Autos Research, to unpack the scale, speed, and strategy behind autonomous mobility in one of the world’s most dynamic markets. They discuss how this boom of driverless taxis is changing how people commute and why they are so appealing. *(This information is subject to a disclaimer at t
Private Markets: Are we witnessing an inflection point?
In this episode, Haley Tam and Michael Werner, Co-Heads of UBS’ European Diversified Financials Research, discuss what they see as a critical junction for private equity. They explore the inner workings of the private market and why it may be at a turning point. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.u
From AI to Shackleton: Essential summer reads from the UBS Head of EMEA Research
In this episode, Gareth Jenkins, Head of EMEA Equity Research, shares his top book picks - from AI and synthetic biology, to Shackleton’s leadership and the Midnight Library. Hosted by Heidi Richardson, Head of EMEA Product Management, they explore a wide range of genres and discuss how literature informs Gareth’s thinking on technology, decision-making, and diversity. Reading list: Atomic Habits
Making sense of China’s surging exports
In this episode, Bhanu Baweja, UBS Chief Strategist, and Manik Narain, UBS Head of EM Strategy, discuss China’s surging exports and trade surplus. They discuss what is driving this surge and the global implications for the economy. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information
One Billion Robots: When Science-fiction meets reality
Sunil Tirumalai, Head of EM and Asia Equity Strategy at UBS, sits down with Phyllis Wang, China Industrials Analyst and Randy Abrams, Head of Taiwan Research to make the case for humanoid robots. They discuss how far along we are in the development of humanoid robotics and where we could be in 2050 if development continues at its current pace. *(This information is subject to a disclaimer at the e
APAC Data Centers: Understanding the current market and investment implications
David Vogt, IT Hardware analyst, John Lam, Head of APAC property research and Phil Campbell, TMT analyst, all from UBS Investment Bank, discuss the APAC data center market. Amongst the surge in AI and accelerating cloud migration, they delve into the dynamics of capacity additions vs demand growth, the potential challenges of power supply constraints and what these trends mean for investors. *(Thi
Deep Speak: How can AI analyse the tone and sentiment of central banks?
In this episode, Arend Kapteyn, UBS Chief Economist and Elena Amoruso, UBS European Rates Strategist, discuss Deep Speak, a new AI-based tool that assesses the thematic trends across central banks. They explore how this new model works, why Elena and her team decided to build Deep Speak, and discuss the evolution of sentiment tracking over the last 20 years and its wider implications across the ma
Unlocking tomorrow: Highlights from the AIC 2025
How can adaptability and resilience drive innovation, and help us seize opportunities? William Vanderpump, Product Manager, Asia Research and Sunil Tirumalai, Head of Emerging Markets & Asia Equity Strategy, share highlights from this year’s UBS Asia Investment Conference. They discuss the global economic and trade outlook, the new normal in geopolitics, and the transformation of AI and its
One Month On: Assessing the Impact of Trump’s Tariffs
It’s been over a month since the Trump administration introduced tariffs, sending ripples through global markets. What has been the investor response? Where does inflation go from here? What happens next from a US policy point of view? Will de-globalisation compromise AI productivity? Join us for an analysis of where markets stand, and what might come next. Featuring Arend Kapteyn, Chief Global E
Global Investment Returns Yearbook 2025 – Now with 125 years of data
How can investors make better decisions? By understanding the past. This year’s edition of the Global Investment Returns Yearbook (GIRY) explores how 125 years of historical data can offer key insights for the future. At the core of the Yearbook is the long-run DMS database, which provides long-run annual returns on stocks, bonds, bills, inflation, and currencies for 35 markets. The unrivalled br
The World in 2035: Gen Alpha
With a projected economic footprint of $5.4 trillion by the end of this year, and spending power expected to reach $1.7 trillion by 2029, Generation Alpha are a demographic set to have profound market implications. How do their needs differ from previous generations? What sectors will benefit most from their influence? And how do brands need to adapt? Hosted Annabel Willder, Global and European ES
How could global warming impact the travel industry?
Climate change is reshaping global tourism. What does this mean for when, where and how we travel? From rising costs to shifting travel patterns, our latest UBS Research podcast dives into how the industry and consumers are adapting. Hosted by Jarrod Castle and Artem Prokopets, UBS Research Travel & Leisure analysts. *(This information is subject to a disclaimer at the end of this podcast. Pl
More athletics, less alcohol: Key trends in health & wellness
Amid New Year resolutions and Dry January, we discuss how and why consumers are taking better care of themselves. We touch on the growth of exercise, how innovation is impacting health & wellness, and why Gen Z is drinking less than older generations. Hosted by Arpiné Kocharyan, US Fitness & Leisure Analyst, with Jay Sole, US Softlines Analyst, and Peter Grom, US Household &amp
2025/6 Global Outlook - Part Two: The Key Market Calls
In this second of two podcasts, we lay out the key market calls from our recently published Outlook. See part one for the main economic calls.
(01:00) Equity market outlook
(02:55) Fed action
(5:32) How does the US equity market rank vs other markets?
(08:00) Could there be periods where Europe outperforms the US?
(08:16) Bond market outlook (08:16)
(08:16) Currency market outlook
(12:56) What wo
2025/6 Global Outlook - Part One: The Key Economics Calls
In this first of two podcasts, we lay out the key economics calls from our recently published Outlook. Stay tuned for part two of this series where we discuss the main market calls. Hosted by Bhanu Baweja, Chief Strategist with Arend Kapteyn, Head of Economics & Strategy Research.
(01:06) Key economics calls: which regions are improving and which regions aren’t?
(03:35) Why our calls are bel
Are we at the tipping point for software led payments in Europe?
Software-led payments help businesses scale and expand their customer reach. While adoption is not new, penetration in Europe is still significantly behind the US. We define what software led payments is and discuss why we believe the evolution of software-led payments will be a key theme in European FinTech for the coming years. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management,
How significant is China’s latest economic stimulus?
We discuss whether the latest fiscal stimulus from China is enough and what more could be done. As the situation evolves, what are the key dates? Which indicators should we watch out for? Hosted by John Lam, Head of China & Hong Kong Property Research, with Dr. Tao Wang, Chief China Economist. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you lis
Lessons from the shift in the global manufacturing supply chain
We discuss how the supply chain landscape has shifted over the past decade touching upon countries that gained or lose market share, how Chinese companies are reacting, sectors that are likely to see more interest from new aspirants, and much more. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management, UBS, with Sunil Tirumalai, Head of EM & Asia Equity Strategy, UBS. (00:43) Ques
Welcome to UBS Global Research Pod Hub
A quick snapshot into UBS Global Research Pod Hub where we share key insights on the events shaping today's markets, with global economics, strategy and research thought leaders at UBS.
Votes, Bots & Buying
Election relevance, AI consequence & consumer sentiment. In this episode we explore popular questions on these three key topics. Featuring Beatrice Allen, Zuzanna Pusz and Michael Briest, UBS Research analysts and Bhanu Baweja, UBS Chief Strategist. The 3 Biggest Themes This Year (0:18) Generative AI (00:49) The Adoption of Gen AI (2:26) The Slowing Consumer (05:20) Outlook for Luxury (06
Will a Fed cut lead to an equity market rally?
Our Chief Strategist, Bhanu Baweja, discusses with Sambuddha Ray, Head of Macro Strategy Product Management, our current expectation of Fed cuts, what’s priced in and key signposts to watch for markets to react in an easing cycle. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information
Europe's Demographic Challenge
In this episode we discuss the countries facing the greatest challenges from Europe’s accelerating demographic transition and highlight the economic consequences of aging populations. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
CIO Unfiltered: Sonja Laud, LGIM
In this episode we discuss top picks in equities and fixed income with Sonja Laud, CIO at Legal & General Investment Management and Bhanu Baweja, Chief Strategist at UBS. US Slowdown (00:49) US Elections (4:46) Equities (12:00) Fixed Income (17:08) Asset Allocation (17:18) Commodities (26:33) APAC (27:50) Summary (36:50) Please ensure that you listen to the disclaimer and go to www.ub
The Future of Cities
In this episode we explore the global projects valued at over US$1.5 trillion that could help power brand new cities into the future and highlight the five emerging themes that we believe are critical in ensuring a city's long-term growth and vibrancy (5min). *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.
Can we unlock the mind?
Tune in to learn about three significant developments in the healthcare sector that can help address widespread health challenges. Laura Sutcliffe, Healthcare Research analyst at UBS, discusses the impacts of GLP-1s, advancements in neuropsychiatric treatments for addiction and mental health, and the market potential of Brain Computer Interfaces for mobility solutions in this episode.
UK: What to watch ahead of the election
In this podcast we outline the timeline, key signposts and implications for rates and FX ahead of the general election on 4 July 2024. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
The eCommerce Migration
The surge in eCommerce sales and adoption, particularly among older demographics during COVID-19, has raised questions about the industry's future trajectory. Learn about the key eCommerce trends and potential scale of migration with Jay Sole, US Retailing, Department Stores and Specialty Softlines analyst at UBS, and Jason Finkelstein, US Consumer Sector Specialist at UBS.
Deep Dive into Data Centers
How is AI accelerating the growth in data centers? What are the key implications of this across the Capital Goods, Utilities and Metals and Mining sectors? Tune in to our latest podcast to find out. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
How does the Middle East China relationship change the global energy sector?
Sunil Tirumalai and Ken Liu discuss UBS Research insights into the growing collaboration between China and the Middle East in the energy sector. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
State of the US Economy – Where to from here?
Our Chief US Economist shares his views on the outlook for the world’s largest economy, Fed’s reaction path, impact of US presidential election and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
How similar is today's rally to the 1990s bull run?
Valuations are nearly as high & leadership nearly as narrow but this isn’t a 90s style bubble. Unfortunately we don’t have conditions for a long bull-run either *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Deep Dive: Is Inflation’s Decline Over – I: US
The last US CPI print was hot amidst a tight labour market. After declining 6pp to close to ’18 levels, are we at the end of good news on US inflation? *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS)..
Will Trump 2.0 play out like Trump 1.0 did?
If Trump wins, will markets rise again? Investors underestimate the difference in starting points today, listen as Bhanu Baweja, Chief Strategist at UBS, shares two key lessons from the last 100 years of elections. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Our 2024 European Equities Outlook
In this episode we recap sector highlights from last year and lay out what lies ahead for 2024 with Gerry Fowler, Chief European Equity Strategist and Head of Derivatives Strategy at UBS, and Sambuddha Ray, Head of EMEA Product Management for Economics and Macro Strategy at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaime
Are there Hidden Risks in your Portfolio? A Machine Learning Approach
Does the market think in terms of countries or sectors? Does the market agree with your notions of stocks being grouped into sectors? Which parts of the market require a top-down approach, and which ones bottom-up? *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Which commodities win in the net zero transition?
It is increasingly recognized that the energy transition also requires a commodities transition. Listen as Phineas Glover, Head of APAC ESG Research at UBS, discusses our latest Net Zero Transition Materials model and scenarios to help identify the best commodity and company type exposures to the commodities transition. *(This information is subject to a disclaimer at the end of this podcast. Plea
2024 Global Outlook - Part Two: What are the Key Trades and Market Calls?
In this second of two podcasts, we lay out the key trades and market calls from our recently published Outlook. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
2024 Global Outlook - Part One: What are the Key Economics Calls?
In this first of two podcasts, we lay out the key economics calls from our recently published Outlook. Stay tuned for part two of this series where we discuss the main trades and market calls. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Key implications for luxury brands from the recent China luxury trip
With 70% of personal wealth in property, many consumers are facing declining real estate prices for the first time in their lives. Additionally, lack of job security and wage reductions further amplify the negative wealth effect. As such consumers choose to save rather than spend money, the impact is widespread. *(This information is subject to a disclaimer at the end of this podcast. Please ensur
Why are real rates so high?
Take a deep dive into real rates, one of the key topics that feature across our most asked client questions. Arend Kapteyn, Chief Economist at UBS, and Mike Cloherty, Head of US Rates Strategy at UBS, discuss the demand and supply shifts driving yields higher. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs
Why are we still forecasting a US recession?
US recession continues to be a key theme in some of our most asked client questions. We revisit why we’re still forecasting a US Recession in light of surprises in the US economy and our latest predictions. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Where things stand for ECB and the digital euro
How would a digital euro work? What value or risks could it bring? We discuss the key considerations surrounding the launch of a digital euro in this UBS Research podcast.*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
US economy – Give up on the recession call?
The US economy has held up better than expected. Should we give up on the recession call? Listen to our #UBSResearch deep dive with Jonathan Pingle, US Chief Economist at UBS, and Bhanu Baweja, Chief Strategist at UBS. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
UK’s economy – What to expect in the near future?
Will the UK avoid a recession? Or will inflation persistence mean more pain? How will the BOE respond? Hear our views on these key debates in this podcast from our Chief Strategist and UK Economist. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Who benefits from Asia's supply chain shifts?
In our latest podcast, UBS Research analysts across Asia provide an integrated bird's eye view of the developing Asian economies that could gain from supply chain shifts, laying out their strengths and weaknesses across multiple dimensions. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further
Let's talk GEMs – China macro special edition
In this Global Emerging Markets podcast, we get into a detailed chat with our Chief China Economist on the recent weakness and the outlook for the economy. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
US Economy – Hard or Soft Landing?
What is the likelihood of a US economy hard landing? UBS macro economists explore the inflation trajectory ahead and the potential of further FOMC rate cuts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
How Can The International Maritime Organization Achieve Net Zero by 2050?
What does IMO's revised GHG strategy mean for shipping? The International Maritime Organisation (IMO) aims to adopt net zero by ‘around’ 2050. Listen to the potential next steps, industry and stock implications and the likelihood of achieving this target from UBS Industrials and Capital Goods analysts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that
How Does Generative AI Impact ESG Considerations?
How does uncertainty, explainability, bias, and environmental impact link to the use of generative AI? Our latest podcast explores the potential impacts of generative AI from an ESG perspective. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
How Does Generative AI Impact Media Companies?
What are the key opportunities and threats media companies are facing with generative AI? Our latest podcast explores the impact on entertainment, music, gaming, publishing, and advertising. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
How Does Generative AI Impact Insurance Companies?
Are insurance companies more positively or negatively impacted by the democratization of generative AI? UBS Head of EMEA insurance explores how insurance companies are leveraging this rapid advancement of technology to reduce costs. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information
How Do Student Loans Impact Consumer Spending?
How do student loans and the potential for loan forgiveness impact how consumers spend their money? Our latest podcast explores the impact that student loans have on spending habits and the types of companies who are most affected. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information
Recession Watch II: What Shakes the Credit Markets?
What impact is this looming recession having on credit markets? Our Chief Strategist and Head of Credit Strategy explore why credit markets have been stable, what might catalyze a widening of spreads, and which sectors might impact credit the most. (14 min) #UBSResearch #shareUBS + *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the discla
Recession Watch: How are US Consumers Spending Their Money?
How are US consumers spending their money amidst a looming recession? Our Chief Strategist and US Consumer Research Analyst explore various data points to assess the average level of excess savings in US households and how it’s being spent. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further inf
Decarbonizing the shipping industry: what will it cost?
Decarbonising the shipping industry could help to remove 3% of global CO2 emissions. What will be the cost of shipping industry decarbonisation? What impact will it have on the end consumer? Our Industrial Analysts discuss the costs, implications, how regulation/ESG is driving increasing adoption and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that
How sticky is global inflation?
Global inflation has surged upward over the past couple of years. For the OECD group of relatively advanced countries inflation peaked in the fall of last year at a level not seen since the 1980s, and it has yet to fall substantially from that peak. How much, and how quickly, the inflation is likely to recede is a matter of much debate. *(This information is subject to a disclaimer at the end of t
Are Global Labor Markets Cooling Off?
Global employment growth has essentially slowed back to its pre-pandemic average, but the US is a big outlier. Chief Economist, Arend Kapteyn and Global Economist, Pierre Lafourcade tackle some of the toughest questions they have received from investors on labor markets. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go
China Reopening (Part II): EU/US – Where is it priced, and where is it not?
In the second of our China reopening podcast series, European and US analysts at UBS assess the EU/US industries fully pricing in a China reopening, and those that can see further benefit.*(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
How Have US Bank Failures Impacted Credit Tightening?
Description: Bank failures have thrust US credit into the spotlight. We answer the four key questions on the minds of investors and assess the severity of the credit tightening. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Trending themes in APAC: Part One
Gain key insights into Asia's rapidly evolving landscape by tuning into part one of this podcast series. APAC analysts at UBS discuss key themes including Chinese investing abroad, tech de-coupling, autonomous driving, smart infrastructure, green finance, energy transition and EV battery. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen t
EV Charging Infra a $60B Opportunity
EV charging infrastructure presents a $60B opportunity. Shneur Gershuni, Head of ESG Research in the Americas, and Cat Gordon, Energy & ESG Sector Specialist, discuss the Inflation Reduction Act, batteries, electrical grid constraints, and more. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for f
Decoding Global Emerging Markets: US Economy Edition
Recent data releases point to a US economy that is not far from being 'hot'. Tune in for the arguments behind UBS's concerns of a recession in 2023. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
China Reopening: APAC – Where is it priced, and where is it not?
Which industries and stocks are fully pricing in a China reopening, and which can rally further? Chief Strategist, Bhanu Baweja, and APAC analysts at UBS discuss this in the first of two podcasts. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
Who holds all the 'extra' cash savings in Australia?
The key Australian consumer debate in 2023 is how fast consumption slows. How much have Australian consumers saved? When will the savings buffer run out? Our latest podcast addresses key questions on consumption and leverages new detailed bank account balance data to uncover who holds all the 'extra' cash. *(This information is subject to a disclaimer at the end of this podcast. Please ens
Introduction to ChatGPT: Generative AI
Are we entering a golden age of AI progress? UBS Internet analyst, Lloyd Walmsley, and UBS TMT Sector Specialist, Global Markets, Kelsey Perselay, outline key developments, potential disruptions and the wider implications amid the AI inflection point. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for
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