Explore every episode of the podcast UBS Global Research Pod Hub

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).

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.

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).

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).

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).

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).

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).

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).

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).

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).

How have U.S. restaurants fared throughout the pandemic? Which pandemic-formed consumer trends are here to stay? Where does the industry go from here? Listen to our latest podcast to dig into the U.S. restaurant industry. *(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 does the future look like for the Global Leisure & Travel industry? Has the global pandemic caused changes that will remain? Or are we seeing a return to pre COVID-19 trends? Jarrod Castle, Head of European Leisure & Transport Research and Robin Farley, Leisure and Gaming & Lodging Analyst discuss these topics 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 has the pandemic changed what consumers are drinking? Which pandemic-formed trends are here to stay? And how does alcohol consumption in the U.S. differ from consumption in Europe? Listen to our beverages analysts answer these questions. *(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 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 implications for the future of humanity. *(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 can the credit market tell us about equities? UBS Head of U.S. Credit Strategy provides an introduction and overview of the credit market and highlights the indicators investors most closely pay attention to *(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).

ESG considerations are moving markets. Companies are assigned an ESG score or rating, but how are these determined? Why do investors care? And, why don’t we use any third party scores or ratings in our research? (9 min) *(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).

100 billion garments are produced each year & over half are incinerated or landfilled. Listen to our latest podcast for an introduction to fast fashion, its impact on climate change & what would happen if consumers bought fewer disposable clothes. *(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).

Want to stay on top of rapidly-evolving trends in one of the world’s most dynamic economies? Hear from our experts on consumer trends emerging post-COVID-19 and how Chinese companies are moving up the value chain faster than you might think. *(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).

Listen to our latest podcast to hear Amy Wong, Global Oil Services Analyst, walk through how $140 trillion will be spent to achieve net zero emissions and what needs to change for the world to achieve this. 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).

We should build financial models that can be easily understood by others. Listen to Geoff Robinson, Global Head of Fundamental Analytics, talk through his three key pillars and why they’re beneficial in the long run. 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).

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).

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).

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).

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).

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 Economist, Jonathan Pingle, Chief US Economist, and Bhanu Baweja, Chief Strategist, from UBS Investment Bank. *(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).

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).

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).

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).

How far out are we from seeing supersonic jets for business and commercial use? What are the obstacles standing in the way of progress? Listen to UBS Airlines analyst, Myles Walton, discuss the current landscape for supersonic travel and how it could evolve 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).

When should we expect airlines to see business return to 2019 levels? And when will airlines get to a cash flow break-even point? Listen to UBS analysts, Myles Walton & Jarrod Castle, answer these questions and discuss the current state of the global airline industry. *(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 ESG investing and how has it gained traction over the course of the pandemic? Listen to UBS salesperson, Katie Lavin, chat with Head of ESG Investing, Julie Hudson, on the fundamentals of ESG investing, its impact on climate change, new perspectives during the pandemic 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).

In our new podcast, Autos analysts, Patrick Hummel and Paul Gong, discuss the recent momentum in the Electric Vehicle landscape – developments in China, global regulation and the importance of cutting edge technology.

Arend Kapteyn and Bhanu Baweja discuss their expectations for the global economy in 2021 and beyond. Click to listen to them discuss the impact of a COVID-19 vaccine, the trajectory of yields, the housing environment 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).

Join Geoff Robinson, Head of the UBS Research Academy, in learning about the fundamentals of balance sheets, what goes into them and when they need to balance. *(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 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 breadth and quality of its underlying data make the GIRY the global authority on long-run asset performance. Hosted by Tim Ramskill, Global Head of Product Management, UBS Investment Bank, with Professor Paul Marsh, London Business School. *(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).

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 ESG Analyst, with Saranja Sivachelvam, Head of Global Thematics Research. *(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).

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

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 & Personal Care Analyst. (00:37) Key emerging trends in health & wellness that are impacting consumer behavior (01:57) Why has health & wellness been such a strong trend, and will it continue? (04:33) What are the key drivers of the health & wellness trend? (06:22) Which Softlines categories are best positioned? (07:31) How are younger consumers impacting beverage alcohol consumption? (09:58) Why are younger consumers less interested in alcohol than prior generations? (11:38) What impact does Dry January have on alcohol consumption? *(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).

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).

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).

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, with Justin Forsythe, European Payments Analyst. (00:45) Key themes in European payments and fintech (02:39) What is software led payments? (06:40) Why is penetration of software led payments lower in Europe than the US? (11:12) What payments landscape in Europe (16:20) European adoption timeframe

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 about UBS).

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

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) Questions we address (03:25) What countries are gaining market share right now? (06:55) What’s the look back period for analysis? (07:38) What sectors should an emerging economy aspiring to gain foothold in manufacturing look at? (10:12) How are Chinese companies reacting to companies moving out of China? (12:42) Examples of insightful company/ market case studies (15:57) Summary *(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).

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.

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) Global and Domestic Context (11:30) *(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 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).

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).

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.ubs.com for further information about UBS).

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).