UBS Global Research Pod Hub
by UBS Global Research
Latest episode
Demographics is not destiny: Adapting to an ageing world
Demographics is not destiny: Adapting to an ageing world
About this podcast
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS
Episodes
The newest 20 of 147 episodes
- Demographics is not destiny: Adapting to an ageing world · 18 minFertility is falling, workforces are ageing and some populations are heading into decline. UBS Research’s Reinhard Cluse and Cora Neumann discuss what this means for growth…
- Has the era of cheap food come to an end? · 14 minFrom climate shocks, including the effects of El Niño, and rising labour costs to changing welfare standards and technological innovation, food prices may be entering a new…
- The cost curve of AI: How efficiency is reshaping the AI race · 14 minAs organizations move beyond AI experimentation and focus on measurable returns, cost efficiency is becoming an increasingly important factor in deployment decisions. UBS…
- Beyond the final whistle: Turning sporting moments into lasting growth · 11 minWhat turns a sporting moment into long-term brand value? UBS analysts Jay Sole and Michael Lasser explore how consumer companies are tapping into fan passion, cultural moments…
- Quantum computing and AI: how close are we to real-world impact? · 9 minQuantum computing has long promised to transform how we solve complex problems - but how close are we today? In this episode, Paul Winter, UBS Head of Quant Research, sits down…
- Powering the grid: How battery storage is reshaping energy markets · 15 minAfter understanding what’s inside the battery, the next question is how it’s used. This episode shifts the focus to battery energy storage - where falling costs, policy support…
- Under the Hood of the Electric Vehicle Revolution: Are We There Yet? · 17 minWhat really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC1…
- A‑Shares vs H‑Shares: The essential guide to China’s equity markets · 16 minSunil Tirumalai, Head of Emerging Markets and Asia Equity Strategy, sits down with Lei Meng, China Equity Strategist, for a high-level introduction to China’s onshore A‑share…
- Time tested investment lessons: What 100 years of market data teaches us · 18 minAndrew Garthwaite, UBS Chief Global Equity Strategist, and Elroy Dimson, Professor of Finance at Cambridge Business School and co‑author of the UBS Global Investment Returns…
- Analyst playbook: How is machine learning reshaping equity research? · 19 minEquity research isn’t just spreadsheets and models. Paul Schneider speaks with Tommaso Aquilante and Jamie Dorricott from UBS’s Empirical Scientific Approaches team about how…
- AI in banking: Benefits, barriers and breakthroughs · 21 minAs banks invest in AI capabilities, the focus is shifting from hype to delivery. This episode examines where AI is already improving operations, why trust remains banking’s core…
- Making sense of China’s Outlook · 14 minReflecting 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…
- Food by 2040: The personalised Nutrition Revolution · 14 minCharles 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…
- Breaking down quantum computing – Building towards implementation · 11 minIn 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…
- Breaking down quantum computing – bit by bit · 13 minIn 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…
- What is driving the comeback story in biopharma? · 15 minWith 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…
- More athletics, less alcohol: Key trends in health & wellness · 15 minAmid New Year resolutions and Dry January, we discuss how and why consumers are taking better care of themselves. We touch on the growth of exercise, how innovation is impacting…
- Analyst Playbook: The evolving role of data and statistics in research · 9 minIn 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…
- AI, Data Centres and the Energy Transition: What Investors Need to Know · 16 minPaul 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…
- Global Economics and Market Outlook 2026-2027 · 32 minIn 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…
