UBS Global Research Pod Hub

Gain key insights into Asia's rapidly evolving landscape by tuning into part one of this podcast series. APAC analysts at UBS discuss key themes including Chinese investing abroad, tech de-coupling, autonomous driving, smart infrastructure, green finance, energy transition and EV battery. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to...

Recent data releases point to a US economy that is not far from being 'hot'. Tune in for the arguments behind UBS's concerns of a recession in 2023. *(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).

EV charging infrastructure presents a $60B opportunity. Shneur Gershuni, Head of ESG Research in the Americas, and Cat Gordon, Energy & ESG Sector Specialist, discuss the Inflation Reduction Act, batteries, electrical grid constraints, 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 fu...

Which industries and stocks are fully pricing in a China reopening, and which can rally further? Chief Strategist, Bhanu Baweja, and APAC analysts at UBS discuss this in the first of two podcasts. *(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 key Australian consumer debate in 2023 is how fast consumption slows. How much have Australian consumers saved? When will the savings buffer run out? Our latest podcast addresses key questions on consumption and leverages new detailed bank account balance data to uncover who holds all the 'extra' cash. *(This information is subject to a disclaimer at the end of this podcast. Please ens...

Are we entering a golden age of AI progress? UBS Internet analyst, Lloyd Walmsley, and UBS TMT Sector Specialist, Global Markets, Kelsey Perselay, outline key developments, potential disruptions and the wider implications amid the AI inflection 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.ubs.com for...

Software is set to be the next big disrupting technology in the autos space, representing an even bigger challenge to carmakers than the shift to electric cars. Our analysts Patrick Hummel and Paul Gong deep dive on the impact of the new software era. *(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...

What are the most important economics and asset calls for 2023? Listen to this deep dive by Bhanu Baweja: Chief Strategist at UBS, and Arend Kapteyn: Head of Economics & Strategy Research 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).

Australian Q3 GDP: amid higher rates, a drop in household savings is now needed to avoid a recession. Wages spike, with Average Earnings up 2.5% q/q. Tune in for key investment insights. *(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 will equities react in 2023? We lay out the path for stocks in our baseline and scenarios, highlighting signposts to watch for a bottoming in equities in 2023. *(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).

Are inflation concerns warranted or blown out of proportion? How will reaching global climate goals impact inflation? Our inflation specialist, Alan Detmeister, walks through his global inflation forecast for the months and years ahead. *(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 informa...

What is the Inflation Reduction Act? What’s in it, what does it say, and who benefits? Our Head of Americas ESG analyst unpacks the act and simplifies its impact. + *(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).

Inter/intra-city transportation may undergo a material evolution in the coming decades. UBS Transport analysts, Jarrod Castle and Khariton Gorbunov, highlight the key structural drivers and provide insights on eVTOLs, new technologies and other modes of transport. *(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...

How much further can bond yields rise, if at all? How will the shape of the curve change? Will Gilts volatility prove contagious? *(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 recent US tech meltdown has left investor sentiment worse than it has been in nearly 20 years. But, why? What happened? Our latest podcast explores the meltdown and touches on digital ad spend, eCommerce, rideshare, online travel, 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...

Inflation has been frustratingly high in the US and in Europe. What factors are responsible for driving inflation to these highs? Where will we land with inflation over the next 2-3 years? Our latest podcast explores inflation on a global level. *(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 furthe...

Europe’s main stagflationary risk is closer to becoming a reality. In this podcast, we dive deep into the magnitude of Europe’s Natgas problem and assess its impact on European growth, inflation, and policy. *(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).

Companies aren’t equally impacted by a recession. So how can you identify which type of companies might be fundamentally more exposed than others? Our latest podcast unpacks what signals and identifiers are important to 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 inform...

Mortgage rates are rising and mortgage applications are declining. Is the US housing market headed for a recession? Could it drive the overall economy into a recession? Our US Chief Economist provides insights to these questions 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 infor...

For years, shopping malls have been coveted destinations for browsing, shopping, and socializing. Are those days behind us? Our podcast explores how shopping malls reflect the everchanging habits of consumers and how malls have been impacted by COVID-19. *(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 f...

How can you value disruption? Our fundamental analytics team provides a framework to valuing disruptive companies by testing the plausibility of what’s implied in the stock price. Listen to our latest podcast for an overview and walkthrough. *(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 in...

With inflation continuing to surge, COVID-19 restrictions being lifted, and with ongoing supply and demand hurdles, how are consumers engaging with airlines and hotels? And how are current market conditions impacting pricing dynamics? *(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 informati...

With inflation pressures surging, why do some companies have stronger pricing power than others? What factors contribute to strong pricing power versus weak pricing power? Tune in to our latest podcast to hear answers to these questions 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 furth...

Want to get up to speed on Internet of Things (IoT)? Hear from our APAC experts for an introduction to IoT, why we expect China’s IoT software market to accelerate strongly in the next five years, key technology drivers 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 ab...

What is driving Korea eCommerce penetration higher? What is the impact on traditional retailers? Listen to our experts address these questions and discuss why we expect fast fulfilment to become more important with rising online grocery. *(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 inform...