UBS Global Research Pod Hub

For years, shopping malls have been coveted destinations for browsing, shopping, and socializing. Are those days behind us? Our podcast explores how shopping malls reflect the everchanging habits of consumers and how malls have been impacted by COVID-19. *(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 you value disruption? Our fundamental analytics team provides a framework to valuing disruptive companies by testing the plausibility of what’s implied in the stock price. Listen to our latest podcast for an overview and walkthrough. *(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 inflation continuing to surge, COVID-19 restrictions being lifted, and with ongoing supply and demand hurdles, how are consumers engaging with airlines and hotels? And how are current market conditions impacting pricing dynamics? *(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 inflation pressures surging, why do some companies have stronger pricing power than others? What factors contribute to strong pricing power versus weak pricing power? Tune in to our latest podcast to hear answers to these questions 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).

Want to get up to speed on Internet of Things (IoT)? Hear from our APAC experts for an introduction to IoT, why we expect China’s IoT software market to accelerate strongly in the next five years, key technology drivers 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).

What is driving Korea eCommerce penetration higher? What is the impact on traditional retailers? Listen to our experts address these questions and discuss why we expect fast fulfilment to become more important with rising online grocery. *(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 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 about UBS).

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 about UBS).