UBS Global Research Pod Hub

Korea’s market has been on a rollercoaster this year. AI and semiconductors may be grabbing the headlines, but they’re only part of the story. Sunil Tirumalai and Yongsuk Son explore corporate reform, shareholder returns, opportunities beyond tech and the forces that could shape the market from here. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you l...

Fertility is falling, workforces are ageing and some populations are heading into decline. UBS Research’s Reinhard Cluse and Cora Neumann discuss what this means for growth, public finances and the political choices ahead, and whether productivity, immigration and the emerging silver economy can change the equation. *(This information is subject to a disclaimer at the end of this podcast. Please e...

From climate shocks, including the effects of El Niño, and rising labour costs to changing welfare standards and technological innovation, food prices may be entering a new structural regime. In this episode, Heidi Richardson and Sreedhar Mahamkali from UBS Research discuss the forces driving this shift, the potential role of technology as a counterbalance, and what a structurally higher food infl...

As organizations move beyond AI experimentation and focus on measurable returns, cost efficiency is becoming an increasingly important factor in deployment decisions. UBS Research's Caroline Li and Wei Xiong explore AI adoption trends, declining inference costs, and what China's AI ecosystem may reveal about the next phase of AI competition. *(This information is subject to a disclaimer at...

What turns a sporting moment into long-term brand value? UBS analysts Jay Sole and Michael Lasser explore how consumer companies are tapping into fan passion, cultural moments and shifting participation trends to create lasting growth opportunities. From the business impact of major sporting events to the strategies brands use to stay relevant long after the final whistle, they unpack the forces s...

Quantum computing has long promised to transform how we solve complex problems - but how close are we today? In this episode, Paul Winter, UBS Head of Quant Research, sits down with Professor Elena Ynduráin to explore where the technology stands, what “quantum advantage” really means, and how its convergence with AI could shape the future of innovation. While quantum computing is still primarily i...

After understanding what’s inside the battery, the next question is how it’s used. This episode shifts the focus to battery energy storage - where falling costs, policy support, and grid dynamics are combining to drive rapid deployment. UBS analysts Jon Windham and Tim Bush discuss why storage is becoming critical to energy systems and where the biggest opportunities are emerging. *(This informati...

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....

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 disclaimer...

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 m...

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 disclaime...

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 th...

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 d...

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. Plea...

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...

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 po...

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).

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).

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 th...

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.

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...

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 The...

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...

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...

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...