UBS Global Research Pod Hub

Our EMEA payments analyst gives an introduction to payments. What are the latest trends in the sector and how has the pandemic changed them? Listen for more candid 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).

Our US internet analyst recounts his experience driving for some of the leading rideshare and food delivery companies. Was the sign up process arduous? How were the tips? Was the small talk awkward? Listen for more candid 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...

Oil prices remain very volatile. Our Senior Economists walk through what role oil plays in the US economy, whether it poses a risk to economic growth, and how it might impact inflation. *(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 honor of Women’s History Month, we hear from research colleagues about what celebrating women means to them, what message they would send to young women, and which inspirational women they would most like to have dinner with. *(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 abo...

In 2022, global office markets continue to be disrupted by WFH trends. Listen to UBS real estate analysts Charles Boissier & Mark Leung discuss the major themes they are seeing in the transformation of the conventional office space. *(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...

Are travel numbers back to pre-COVID-19 levels? Are people still staying in hotels, flying in planes and taking cruises for vacation? Tune in to hear our experts talk about the travel landscape and the pace at which it’s recovering. *(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...

How should investors think about carbon investing? What is your approach to identifying stocks with strong potential? Tune into our latest podcast to learn about the influence sustainability has on quantitative investing. *(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 US Economics team has a lot to say about their outlook on the 2022 economy. Tune into our latest podcast to hear them discuss inflation, job growth, the Fed and the implications recent fiscal packages may have on the deficit. (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 abo...

How did the 2021 COP summit differ from previous years? Why is there growing attention on nature-based solutions for climate change? UBS ESG Research experts Julie Hudson & Vicki Kalb discuss these questions and other key takeaways from COP26. + *(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...

How should we think about the current state of inflation? Is high inflation already destroying demand? Will it turn the ECB & the Fed more hawkish? Listen to UBS Chief Strategist talk with global economists on everything inflation related. *(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...

What is the pathway to decarbonization for the chemical industry? How will chemical companies strategically respond in order to avoid higher costs? Listen to our analysts Geoff Robinson & Geoff Haire discuss these debates 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 informat...

Did you know there are intangible assets on balance sheets that impact value? And that some are assets while others are expensed? Listen to UBS quant, Jaiwish Nolan, explain what they are and how they can be included to book value. *(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...

What factors should be considered when looking at EM equities? Why have they performed poorly this year? Hear UBS EM Equity Strategists on their framework for looking at EM equities, key investment debates & the outlook for the rest of the 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 fu...

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...

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 a...

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 furt...

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...

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 furthe...

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 t...

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 in...

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).