UBS Global Research Pod Hub

UBS Global Research
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Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

  1. JAN 2

    AI, Data Centres and the Energy Transition: What Investors Need to Know

    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 nuclear’s potential role, they explore what this means for markets and investor portfolios. *(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).

    16 min

  2. 11/27/2025

    Global Economics and Market Outlook 2026-2027

    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 economic themes for 2026-2027 and market investment ideas.

    32 min

  3. 11/06/2025

    Uncovering China’s Healthcare Boom

    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 future. *(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).

    13 min

  4. 10/02/2025

    From cowboys to civil rights: Essential reads from the UBS Head of Americas Research

    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 insights. From historical epics to social commentary, hear about the books that inspire Jim. Reading list: The Fate of Day - Rick Atkinson Poverty in America - Mathew Desmond The Anarchy - William Dalrymple Underworld - Don DeLillo Colonialism - Nigel Biggar *(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).

    16 min

  5. 09/23/2025

    No Driver Needed: China’s Robotaxi Boom

    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 most dynamic markets. They discuss how this boom of driverless taxis is changing how people commute and why they are so appealing. *(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).

    17 min

  6. 08/27/2025

    Private Markets: Are we witnessing an inflection point?

    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 market and why it may be at a turning point. *(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).

    14 min

  7. 08/08/2025

    From AI to Shackleton: Essential summer reads from the UBS Head of EMEA Research

    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 Product Management, they explore a wide range of genres and discuss how literature informs Gareth’s thinking on technology, decision-making, and diversity. Reading list: Atomic Habits - James Clear. The Coming Wave: AI Power, and Our Future – Mustafa Suleyman & Michael Bhaskar. East to the Dawn: The Life of Amelia Earhart - Susan Butlers. Endurance: Shackleton’s Incredible Voyage - Alfred Lansing. Humankind: A Hopeful History - Rutger Bregman. The Midnight Library - Matt Haig. Ship of Gold in the Deep Blue Sea - Gary Kinder. The Singularity is Nearer - Ray Kurzweils. Why I'm No longer taking to White People about Race - Reni Eddo-Lodge.

    10 min

  8. 07/24/2025

    Making sense of China’s surging exports

    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 the 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).

    15 min
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Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at UBS

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