How will equities react in 2023? We lay out the path for stocks in our baseline and scenarios, highlighting signposts to watch for a bottoming in equities in 2023. *(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).
Are inflation concerns warranted or blown out of proportion? How will reaching global climate goals impact inflation? Our inflation specialist, Alan Detmeister, walks through his global inflation forecast for the months and years ahead. *(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 Inflation Reduction Act? What’s in it, what does it say, and who benefits? Our Head of Americas ESG analyst unpacks the act and simplifies its impact. + *(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).
Inter/intra-city transportation may undergo a material evolution in the coming decades. UBS Transport analysts, Jarrod Castle and Khariton Gorbunov, highlight the key structural drivers and provide insights on eVTOLs, new technologies and other modes of transport. *(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 much further can bond yields rise, if at all? How will the shape of the curve change? Will Gilts volatility prove contagious? *(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).
The recent US tech meltdown has left investor sentiment worse than it has been in nearly 20 years. But, why? What happened? Our latest podcast explores the meltdown and touches on digital ad spend, eCommerce, rideshare, online travel, 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)
Inflation has been frustratingly high in the US and in Europe. What factors are responsible for driving inflation to these highs? Where will we land with inflation over the next 2-3 years? Our latest podcast explores inflation on a global level. *(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).
Europe’s main stagflationary risk is closer to becoming a reality. In this podcast, we dive deep into the magnitude of Europe’s Natgas problem and assess its impact on European growth, inflation, and policy. *(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).
Companies aren’t equally impacted by a recession. So how can you identify which type of companies might be fundamentally more exposed than others? Our latest podcast unpacks what signals and identifiers are important to 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).
Mortgage rates are rising and mortgage applications are declining. Is the US housing market headed for a recession? Could it drive the overall economy into a recession? Our US Chief Economist provides insights 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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
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).
