Hosted by UBS Global Research · 🇺🇸 US · EN · 141 episodes
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UBS Global Research hosts UBS Global Research Pod Hub, a news show with 141 episodes published.
What really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC1. Together, they unpack the latest battery teardo
Sunil 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 market - and how it differs from offshore H‑s
Andrew 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 Yearbook, distil over 100 years of market hist
Equity 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 parameters, prompts, and the scientific metho
As 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 strength, and why execution will select th
Reflecting 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 takeaways from the congress, the growth trajecto
In 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 interest in this topic, and the practical r
In 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 explore the risks and opportunities, and w
With 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 Advisory Sales Specialist, speaks with Mi
Charles 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 shift toward personalised nutrition. (This in
In 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. *(This information is subject to a disclai
Paul 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 the accelerating energy transition and nu
In 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 the year ahead. They look at the key econ
Caroline Li, Deputy Product Manager, sits down with Chen Chen, Head of China Healthcare, to explore the forces driving China’s Healthcare surge, regulatory dynamics and the investment opportunities shaping the sector’s f
Join Jim Van Tassel, Head of Americas Equity Research and Heidi Richardson, Head of EMEA Product Management, as they explore the power of literature and history in shaping perspectives, leadership decisions, and research
In this episode, Caroline Li, Deputy Product Manager and China Deputy-Head is joined by Paul Gong, Head of China Autos Research, to unpack the scale, speed, and strategy behind autonomous mobility in one of the world’s m
In this episode, Haley Tam and Michael Werner, Co-Heads of UBS’ European Diversified Financials Research, discuss what they see as a critical junction for private equity. They explore the inner workings of the private ma
In this episode, Gareth Jenkins, Head of EMEA Equity Research, shares his top book picks - from AI and synthetic biology, to Shackleton’s leadership and the Midnight Library. Hosted by Heidi Richardson, Head of EMEA Prod
In this episode, Bhanu Baweja, UBS Chief Strategist, and Manik Narain, UBS Head of EM Strategy, discuss China’s surging exports and trade surplus. They discuss what is driving this surge and the global implications for t
Sunil Tirumalai, Head of EM and Asia Equity Strategy at UBS, sits down with Phyllis Wang, China Industrials Analyst and Randy Abrams, Head of Taiwan Research to make the case for humanoid robots. They discuss how far alo
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UBS Global Research Pod Hub is hosted by UBS Global Research. The show is categorised under news (business) and has published 141 episodes.
UBS Global Research Pod Hub has published 141 episodes.
UBS Global Research Pod Hub regularly covers news, business. It sits in the news category, with a business focus.
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