UBS Global Research Pod Hub

UBS Global Research
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UBS Global Research Pod Hub

Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

  1. 9月30日

    Welcome to UBS Global Research Pod Hub

    A quick snapshot into UBS Global Research Pod Hub where we share key insights on the events shaping today's markets, with global economics, strategy and research thought leaders at UBS.

    29 秒

  2. 9月23日

    Votes, Bots & Buying

    Election relevance, AI consequence & consumer sentiment. In this episode we explore popular questions on these three key topics. Featuring Beatrice Allen, Zuzanna Pusz and Michael Briest, UBS Research analysts and Bhanu Baweja, UBS Chief Strategist. The 3 Biggest Themes This Year (0:18) Generative AI (00:49) The Adoption of Gen AI (2:26) The Slowing Consumer (05:20) Outlook for Luxury (06:13) Tourism-driven Shopping (06:45) The US Election (09:00) What's the Market Pricing? (09:52) Global and Domestic Context (11:30) *(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).

    17 分鐘

  3. 9月16日

    Will a Fed cut lead to an equity market rally?

    Our Chief Strategist, Bhanu Baweja, discusses with Sambuddha Ray, Head of Macro Strategy Product Management, our current expectation of Fed cuts, what’s priced in and key signposts to watch for markets to react in an easing cycle. *(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).

    8 分鐘

  4. 7月31日

    Europe's Demographic Challenge

    In this episode we discuss the countries facing the greatest challenges from Europe’s accelerating demographic transition and highlight the economic consequences of aging populations. *(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).

    5 分鐘

  5. 7月22日

    CIO Unfiltered: Sonja Laud, LGIM

    In this episode we discuss top picks in equities and fixed income with Sonja Laud, CIO at Legal & General Investment Management and Bhanu Baweja, Chief Strategist at UBS. US Slowdown (00:49) US Elections (4:46) Equities (12:00) Fixed Income (17:08) Asset Allocation (17:18) Commodities (26:33) APAC (27:50) Summary (36:50) Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

    41 分鐘

  6. 7月5日

    The Future of Cities

    In this episode we explore the global projects valued at over US$1.5 trillion that could help power brand new cities into the future and highlight the five emerging themes that we believe are critical in ensuring a city's long-term growth and vibrancy (5min). *(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).

    5 分鐘

  7. 6月19日

    Can we unlock the mind?

    Tune in to learn about three significant developments in the healthcare sector that can help address widespread health challenges. Laura Sutcliffe, Healthcare Research analyst at UBS, discusses the impacts of GLP-1s, advancements in neuropsychiatric treatments for addiction and mental health, and the market potential of Brain Computer Interfaces for mobility solutions in this episode.

    4 分鐘

  8. 6月3日

    UK: What to watch ahead of the election

    In this podcast we outline the timeline, key signposts and implications for rates and FX ahead of the general election on 4 July 2024. *(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).

    11 分鐘
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關於

Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

資料

  • 創作者
    UBS Global Research
  • 活躍年份
    2023年 - 2024年
  • 單集
    109
  • 分級
    兒童適宜
  • 版權
    © UBS AG
  • 節目網站
    UBS Global Research Pod Hub

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