UBS Global Research Pod Hub
UBS Global Research
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS
Episodes
Mentioned books
Feb 2, 2022 • 11min
How are WFH trends impacting how businesses think of office space?
In 2022, global office markets continue to be disrupted by WFH trends. Listen to UBS real estate analysts Charles Boissier & Mark Leung discuss the major themes they are seeing in the transformation of the conventional office space. *(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).
Jan 31, 2022 • 19min
How Are People Traveling in the US?
Are travel numbers back to pre-COVID-19 levels? Are people still staying in hotels, flying in planes and taking cruises for vacation? Tune in to hear our experts talk about the travel landscape and the pace at which it’s recovering. *(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).
Dec 6, 2021 • 9min
Introduction to Carbon Investing
How should investors think about carbon investing? What is your approach to identifying stocks with strong potential? Tune into our latest podcast to learn about the influence sustainability has on quantitative investing. *(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).
Nov 26, 2021 • 28min
What Do We Expect In 2022 For The US Economy?
Our US Economics team has a lot to say about their outlook on the 2022 economy. Tune into our latest podcast to hear them discuss inflation, job growth, the Fed and the implications recent fiscal packages may have on the deficit. (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).
Nov 19, 2021 • 8min
Thoughts After COP26
How did the 2021 COP summit differ from previous years? Why is there growing attention on nature-based solutions for climate change? UBS ESG Research experts Julie Hudson & Vicki Kalb discuss these questions and other key takeaways from COP26. + *(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).
Nov 3, 2021 • 18min
Inflation in 15 Minutes
How should we think about the current state of inflation? Is high inflation already destroying demand? Will it turn the ECB & the Fed more hawkish? Listen to UBS Chief Strategist talk with global economists on everything inflation related. *(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).
Oct 29, 2021 • 13min
The Pathway to Decarbonization for the Chemical Industry
What is the pathway to decarbonization for the chemical industry? How will chemical companies strategically respond in order to avoid higher costs? Listen to our analysts Geoff Robinson & Geoff Haire discuss these debates 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).
Oct 14, 2021 • 16min
Understanding the Intangibles on Balance Sheets and How they Impact Value
Did you know there are intangible assets on balance sheets that impact value? And that some are assets while others are expensed? Listen to UBS quant, Jaiwish Nolan, explain what they are and how they can be included to book value. *(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).
Sep 30, 2021 • 9min
Introduction to Emerging Market Equity Investing
What factors should be considered when looking at EM equities? Why have they performed poorly this year? Hear UBS EM Equity Strategists on their framework for looking at EM equities, key investment debates & the outlook for the rest of the year. *(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).
Sep 24, 2021 • 11min
The Future of Low Carbon Hydrogen
How big of a role will hydrogen play in global energy transition? Who will be the leading low carbon hydrogen provider in APAC? UBS analysts Peter Gastreich & Julie Hudson discuss the global trends and challenges of green hydrogen as an energy source. *(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).
