UBS Global Research Pod Hub – Détails, épisodes et analyse

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Podcast UBS Global Research Pod Hub

UBS Global Research Pod Hub

UBS Global Research

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Fréquence : 1 épisode/14j. Total Éps: 141

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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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    27/06/2026
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    26/06/2026
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    13/06/2026
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2025/6 Global Outlook - Part One: The Key Economics Calls

jeudi 9 janvier 2025 • Durée 16:28

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 below consensus (4:32) Tariffs assumptions, growth and inflation (08:45) US rates (11:07) China (12:10) What risks could give us better outcomes? *(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).

2025/6 Global Outlook - Part Two: The Key Market Calls

vendredi 10 janvier 2025 • Durée 16:53

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 would surprise you next year? *(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 Future of Cities

vendredi 5 juillet 2024 • Durée 05:06

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).

Introduction to Millennials Purchasing Behaviors

jeudi 15 avril 2021 • Durée 12:43

How are Millennials spending their money? And what are they spending it on? Our latest podcast looks at the global spending trends of millennials and the channels in which they are making their purchases. Click to listen. *(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).

Introduction to the Phillips Curve

jeudi 1 avril 2021 • Durée 17:25

What is the Phillips Curve? Who uses it? Why is it used? How useful is it? Our latest podcast, hosted by UBS Global Head of Economics, covers all things relating to the Phillips Curve. Listen for a brief 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).

Always Think of Valuations in Terms of Probability Distributions

mardi 23 mars 2021 • Durée 19:20

Geoff Robinson believes valuation models produce a range of outcomes rather than just a single answer. He discusses how to navigate the elements that go into company valuations and how they should be viewed more as probability distributions. *(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).

Introduction to the Rise of Retail Investors

lundi 8 mars 2021 • Durée 17:46

What has driven the recent surge in retail investing? UBS analysts, Keith Parker and Brennan Hawken, discuss the recent rise in retail investing, the age cohort that has seen the largest increase in investing, the regulatory risks involved and much 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).

What is the Path to Decarbonized Transportation?

jeudi 11 février 2021 • Durée 12:56

Could transportation be decarbonized by 2050? Head of EMEA Industrials and Global Head of Autos Research discuss the shift to environmentally friendly methods of transportation and the hurdles that may stand in the way. *(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).

Three is a crowd - DCF, multiples or both?

lundi 8 février 2021 • Durée 19:35

Is DCF the best method of valuing companies? Or does it use too many assumptions and hence we should use multiples? Does it have to be a binary choice? Hear different perspectives from UBS analysts, Rob Rampton, Liv Townsend and Andrew Stott talking with Geoff Robinson. *(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).

Talking 5G - Where are we vs. the Hype?

jeudi 28 janvier 2021 • Durée 12:23

How far out are we from 5G networks deployment? And what impact will it have if integrated with smartphones? Listen to UBS analysts, Nicolas Gaudois and Navin Killa, discuss the progress made on the development and implementation of 5G technology, the implications it will have on cost and much 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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