UBS Global Research Pod Hub

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...

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 in...

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 UB...

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 informatio...

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 a...

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 in...

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 f...

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...

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 li...

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 disclai...

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 g...

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 d...

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...

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.)