How does Gen Z view marriage differently than Millennials? How will female empowerment in China drive its US$5.3trn consumption growth? Listen to our experts address these questions and discuss their impact on the Chinese economy. *(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).
Learn more about New Analytic Approaches in UBS Global Research. We apply social science frameworks and techniques to extract information from data, helping UBS equity analysts establish a systematic Informational advantage over their competitors. *(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).
Forecasting and modelling taxes is hard. The line item is vital to valuation. How can we do it better? What should we be thinking about? Listen to UBS Fundamental Analytics experts provide an introduction and overview. *(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 factors determine the outcome of commodity prices and profits? How has the landscape in Latin America changed before & after the global financial crisis (GFC)? Listen to our latest podcast to hear our Metals & Mining analyst provide an introductory overview. *(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 the path to space tourism? What progress has been made since 2019? Have there been any failed attempts? Listen to our latest podcast for an overview of space tourism and why we think the market is going to increase over the coming years. *(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 wireless headphones evolving? How close are we to having AI features in headphones? Listen to our latest podcast for a complete rundown the smart wireless headphone market and technology evolution. *(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 have U.S. restaurants fared throughout the pandemic? Which pandemic-formed consumer trends are here to stay? Where does the industry go from here? Listen to our latest podcast to dig into the U.S. restaurant industry. *(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 does the future look like for the Global Leisure & Travel industry? Has the global pandemic caused changes that will remain? Or are we seeing a return to pre COVID-19 trends? Jarrod Castle, Head of European Leisure & Transport Research and Robin Farley, Leisure and Gaming & Lodging Analyst discuss these topics 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 infor...
How has the pandemic changed what consumers are drinking? Which pandemic-formed trends are here to stay? And how does alcohol consumption in the U.S. differ from consumption in Europe? Listen to our beverages analysts answer these questions. *(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 can the credit market tell us about equities? UBS Head of U.S. Credit Strategy provides an introduction and overview of the credit market and highlights the indicators investors most closely pay attention to *(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).
ESG considerations are moving markets. Companies are assigned an ESG score or rating, but how are these determined? Why do investors care? And, why don’t we use any third party scores or ratings in our research? (9 min) *(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).
100 billion garments are produced each year & over half are incinerated or landfilled. Listen to our latest podcast for an introduction to fast fashion, its impact on climate change & what would happen if consumers bought fewer disposable clothes. *(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 stay on top of rapidly-evolving trends in one of the world’s most dynamic economies? Hear from our experts on consumer trends emerging post-COVID-19 and how Chinese companies are moving up the value chain faster than you might think. *(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).
Listen to our latest podcast to hear Amy Wong, Global Oil Services Analyst, walk through how $140 trillion will be spent to achieve net zero emissions and what needs to change for the world to achieve this. Click to listen. *(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).
We should build financial models that can be easily understood by others. Listen to Geoff Robinson, Global Head of Fundamental Analytics, talk through his three key pillars and why they’re beneficial in the long run. Click to listen. *(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 Millennials spending their money? And what are they spending it on? Our latest podcast looks at the global spending trends of millennials and the channels in which they are making their purchases. Click to listen. *(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 the Phillips Curve? Who uses it? Why is it used? How useful is it? Our latest podcast, hosted by UBS Global Head of Economics, covers all things relating to the Phillips Curve. Listen for a brief introduction and overview. *(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).
Geoff Robinson believes valuation models produce a range of outcomes rather than just a single answer. He discusses how to navigate the elements that go into company valuations and how they should be viewed more as probability distributions. *(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 has driven the recent surge in retail investing? UBS analysts, Keith Parker and Brennan Hawken, discuss the recent rise in retail investing, the age cohort that has seen the largest increase in investing, the regulatory risks involved and much 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).
Could transportation be decarbonized by 2050? Head of EMEA Industrials and Global Head of Autos Research discuss the shift to environmentally friendly methods of transportation and the hurdles that may stand in the way. *(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).
Is DCF the best method of valuing companies? Or does it use too many assumptions and hence we should use multiples? Does it have to be a binary choice? Hear different perspectives from UBS analysts, Rob Rampton, Liv Townsend and Andrew Stott talking with Geoff Robinson. *(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 far out are we from 5G networks deployment? And what impact will it have if integrated with smartphones? Listen to UBS analysts, Nicolas Gaudois and Navin Killa, discuss the progress made on the development and implementation of 5G technology, the implications it will have on cost and much 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).
How far out are we from seeing supersonic jets for business and commercial use? What are the obstacles standing in the way of progress? Listen to UBS Airlines analyst, Myles Walton, discuss the current landscape for supersonic travel and how it could evolve over the coming years . *(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).
When should we expect airlines to see business return to 2019 levels? And when will airlines get to a cash flow break-even point? Listen to UBS analysts, Myles Walton & Jarrod Castle, answer these questions and discuss the current state of the global airline industry. *(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 ESG investing and how has it gained traction over the course of the pandemic? Listen to UBS salesperson, Katie Lavin, chat with Head of ESG Investing, Julie Hudson, on the fundamentals of ESG investing, its impact on climate change, new perspectives during the pandemic 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).
In our new podcast, Autos analysts, Patrick Hummel and Paul Gong, discuss the recent momentum in the Electric Vehicle landscape – developments in China, global regulation and the importance of cutting edge technology.
Arend Kapteyn and Bhanu Baweja discuss their expectations for the global economy in 2021 and beyond. Click to listen to them discuss the impact of a COVID-19 vaccine, the trajectory of yields, the housing environment and much 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).
Join Geoff Robinson, Head of the UBS Research Academy, in learning about the fundamentals of balance sheets, what goes into them and when they need to balance. *(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.)
