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Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS
136 Episodes
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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 disclaimer and go to www.ubs.com for further information about UBS).
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. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
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 listen to the disclaimer and go to www.ubs.com for further information about UBS).
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 podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).
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 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.
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).
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 Anarchy - William Dalrymple Underworld - Don DeLillo Colonialism - Nigel Biggar *(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, 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 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, 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.ubs.com for further information about UBS).
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 - James Clear. The Coming Wave: AI Power, and Our Future – Mustafa Suleyman & Michael Bhaskar. East to the Dawn: The Life of Amelia Earhart - Susan Butlers. Endurance: Shackleton’s Incredible Voyage - Alfred Lansing. Humankind: A Hopeful History - Rutger Bregman. The Midnight Library - Matt Haig. Ship of Gold in the Deep Blue Sea - Gary Kinder. The Singularity is Nearer - Ray Kurzweils. Why I'm No longer taking to White People about Race - Reni Eddo-Lodge.
In this episode, Bhanu Baweja, UBS Chief Strategist, and Manik Narain, UBS Head of EM Strategy, discuss China’s surging exports and trade surplus. They discuss what is driving this surge and the global implications for the 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).
Sunil Tirumalai, Head of EM and Asia Equity Strategy at UBS, sits down with Phyllis Wang, China Industrials Analyst and Randy Abrams, Head of Taiwan Research to make the case for humanoid robots. They discuss how far along we are in the development of humanoid robotics and where we could be in 2050 if development continues at its current pace. *(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).
David Vogt, IT Hardware analyst, John Lam, Head of APAC property research and Phil Campbell, TMT analyst, all from UBS Investment Bank, discuss the APAC data center market. Amongst the surge in AI and accelerating cloud migration, they delve into the dynamics of capacity additions vs demand growth, the potential challenges of power supply constraints and what these trends mean for investors. *(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, 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 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).
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).
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).
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