UBS Global Research Pod Hub

How does uncertainty, explainability, bias, and environmental impact link to the use of generative AI? Our latest podcast explores the potential impacts of generative AI from an ESG perspective. *(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 are the key opportunities and threats media companies are facing with generative AI? Our latest podcast explores the impact on entertainment, music, gaming, publishing, and advertising. *(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 insurance companies more positively or negatively impacted by the democratization of generative AI? UBS Head of EMEA insurance explores how insurance companies are leveraging this rapid advancement of technology to reduce costs. *(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 do student loans and the potential for loan forgiveness impact how consumers spend their money? Our latest podcast explores the impact that student loans have on spending habits and the types of companies who are most affected. *(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 impact is this looming recession having on credit markets? Our Chief Strategist and Head of Credit Strategy explore why credit markets have been stable, what might catalyze a widening of spreads, and which sectors might impact credit the most. (14 min) #UBSResearch #shareUBS + *(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 are US consumers spending their money amidst a looming recession? Our Chief Strategist and US Consumer Research Analyst explore various data points to assess the average level of excess savings in US households and how it’s being spent. *(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).

Decarbonising the shipping industry could help to remove 3% of global CO2 emissions. What will be the cost of shipping industry decarbonisation? What impact will it have on the end consumer? Our Industrial Analysts discuss the costs, implications, how regulation/ESG is driving increasing adoption 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 about UBS).

Global inflation has surged upward over the past couple of years. For the OECD group of relatively advanced countries inflation peaked in the fall of last year at a level not seen since the 1980s, and it has yet to fall substantially from that peak. How much, and how quickly, the inflation is likely to recede is a matter of much debate. *(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).

Global employment growth has essentially slowed back to its pre-pandemic average, but the US is a big outlier. Chief Economist, Arend Kapteyn and Global Economist, Pierre Lafourcade tackle some of the toughest questions they have received from investors on labor markets. *(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 the second of our China reopening podcast series, European and US analysts at UBS assess the EU/US industries fully pricing in a China reopening, and those that can see further benefit.*(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).