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PODCAST

UBS Global Research Pod Hub

UBS Global Research

Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

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All Episodes

00:29

Welcome to UBS Global Research Pod Hub

UBS Global Research Pod Hub ·

2024/09/30

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.

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17:29

Votes, Bots & Buying

UBS Global Research Pod Hub ·

2024/09/23

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 (06:13) Tourism-driven Shopping (06:45) The US Election (09:00) What's the Market Pricing? (09:52)

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07:33

Will a Fed cut lead to an equity market rally?

UBS Global Research Pod Hub ·

2024/09/16

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 about UBS).

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04:51

Europe's Demographic Challenge

UBS Global Research Pod Hub ·

2024/07/31

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).

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41:05

CIO Unfiltered: Sonja Laud, LGIM

UBS Global Research Pod Hub ·

2024/07/22

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. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

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05:06

The Future of Cities

UBS Global Research Pod Hub ·

2024/07/05

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.ubs.com for further information about UBS).

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04:21

Can we unlock the mind?

UBS Global Research Pod Hub ·

2024/06/19

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.

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10:57

UK: What to watch ahead of the election

UBS Global Research Pod Hub ·

2024/06/03

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).

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07:05

The eCommerce Migration

UBS Global Research Pod Hub ·

2024/05/29

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.

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07:05

The eCommerce Migration

UBS Global Research Pod Hub ·

2024/05/24

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 trends and the potential scale of the online shopping migration with Jay Sole, US Retailing, Department Stores and Specialty Softlines analyst at UBS, and Jason Finkelstein, US Consumer Sector Specialist at UBS.

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24:27

Deep Dive into Data Centers

UBS Global Research Pod Hub ·

2024/05/20

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).

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09:10

How does the Middle East China relationship change...

UBS Global Research Pod Hub ·

2024/05/09

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).

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26:53

State of the US Economy – Where to from here?

UBS Global Research Pod Hub ·

2024/04/22

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).

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19:43

How similar is today's rally to the 1990s bull run?

UBS Global Research Pod Hub ·

2024/03/27

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).

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19:43

How similar is today's rally to the 1990s bull run?

UBS Global Research Pod Hub ·

2024/03/22

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).

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18:37

Deep Dive: Is Inflation’s Decline Over – I: US

UBS Global Research Pod Hub ·

2024/03/07

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)..

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10:28

Will Trump 2.0 play out like Trump 1.0 did?

UBS Global Research Pod Hub ·

2024/02/09

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).

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13:54

Our 2024 European Equities Outlook

UBS Global Research Pod Hub ·

2024/02/06

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 disclaimer and go to www.ubs.com for further information about UBS).

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23:12

Are there Hidden Risks in your Portfolio? A Machine...

UBS Global Research Pod Hub ·

2024/01/11

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).

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07:13

Which commodities win in the net zero transition?

UBS Global Research Pod Hub ·

2023/12/11

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. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about

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131 results

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