UBS Global Research Pod Hub

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AI, Data Centres and the Energy Transition: What Investors Need to Know

vendredi 2 janvier 2026 • Durée 15:43

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

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Global Economics and Market Outlook 2026-2027

jeudi 27 novembre 2025 • Durée 31:45

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.

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Deep Speak: How can AI analyse the tone and sentiment of central banks?

mercredi 25 juin 2025 • Durée 21:17

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 market. *(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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The Future of Low Carbon Hydrogen

vendredi 24 septembre 2021 • Durée 10:48

How big of a role will hydrogen play in global energy transition? Who will be the leading low carbon hydrogen provider in APAC? UBS analysts Peter Gastreich & Julie Hudson discuss the global trends and challenges of green hydrogen as an energy source. *(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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How Are Females Impacting Consumption Trends in China?

mercredi 15 septembre 2021 • Durée 11:14

How does Gen Z view marriage differently than Millennials? How will female empowerment in China drive its US$5.3trn consumption growth? Listen to our experts address these questions and discuss their impact on the Chinese 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).

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How Can the Scientific Method Elevate Equity Research?

vendredi 3 septembre 2021 • Durée 17:12

Learn more about New Analytic Approaches in UBS Global Research. We apply social science frameworks and techniques to extract information from data, helping UBS equity analysts establish a systematic Informational advantage over their competitors. *(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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Introduction to Forecasting and Modeling Taxes

mardi 24 août 2021 • Durée 32:53

Forecasting and modelling taxes is hard. The line item is vital to valuation. How can we do it better? What should we be thinking about? Listen to UBS Fundamental Analytics experts provide an introduction and overview. *(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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Introduction to the LatAm Commodity Market

mercredi 11 août 2021 • Durée 08:00

What factors determine the outcome of commodity prices and profits? How has the landscape in Latin America changed before & after the global financial crisis (GFC)? Listen to our latest podcast to hear our Metals & Mining analyst provide an introductory overview. *(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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What is the Future of Space Tourism?

lundi 9 août 2021 • Durée 09:01

What is the path to space tourism? What progress has been made since 2019? Have there been any failed attempts? Listen to our latest podcast for an overview of space tourism and why we think the market is going to increase over the coming years. *(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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How are Smart Wireless Headphones Evolving?

mercredi 28 juillet 2021 • Durée 10:34

How are wireless headphones evolving? How close are we to having AI features in headphones? Listen to our latest podcast for a complete rundown the smart wireless headphone market and technology evolution. *(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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