Shows
O’Leary Partners ObservationsChomping the Bear with UBS CIO: Florida Gators’ Triumph as a Blueprint for Market SuccessWhat do the Florida Gators basketball team and bear markets have in common? In this high-impact episode, Gabrielle O’Leary welcomes Matthew Tormey, US Equity Strategist at UBS CIO, to break down what defines a bear market, whether we’re in one (or heading for one), and how smart investors can turn volatility into opportunity. From portfolio positioning to sector resilience, plus how to help investors stay focused when emotions run high—you’ll walk away with timely insights and actionable ideas straight from UBS’s playbook.2025-05-1318 min
UBS Global Research Pod HubOne Month On: Assessing the Impact of Trump’s TariffsIt’s been over a month since the Trump administration introduced tariff’s, sending ripples through global markets. What has been the investor response? Where does inflation go from here? What happens next from a US policy point of view? Will de-globalisation compromise AI productivity? Join us for an analysis of where markets stand, and what might come next. Featuring Arend Kateyn, Chief Global Economist, Jonathan Pingle, Chief US Economist, and Bhanu Baweja, Chief Strategist, from UBS Investment Bank. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and...2025-05-0931 minUBS Global Research Pod HubOne Month On: Assessing the Impact of Trump’s TariffsIt’s been over a month since the Trump administration introduced tariff’s, sending ripples through global markets. What has been the investor response? Where does inflation go from here? What happens next from a US policy point of view? Will de-globalisation compromise AI productivity? Join us for an analysis of where markets stand, and what might come next. Featuring Arend Kateyn, Chief Global Economist, Jonathan Pingle, Chief US Economist, and Bhanu Baweja, Chief Strategist, from UBS Investment Bank. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and...2025-05-0835 min
Lightning in a bottle: Entrepreneurial journeys from idea to exitEpisode 31: UBS 2025 Global Entrepreneur Report: A glimpse inside the minds of modern foundersWhat’s keeping top entrepreneurs up at night in 2025? From navigating AI integration to retaining top talent in a competitive market, the landscape is shifting fast. Christian van Driel, Director and Client Solutions Specialist at UBS, joins us to break down key findings from the 2025 Global Entrepreneur Report, built on insights from over 150 UBS entrepreneur clients and network members. We explore how business owners are thinking about investment trends, cybersecurity, succession planning, and the growing role of family offices—all while balancing personal priorities with long-term business goals in an increasingly uncertain world.2025-04-1538 min
UBS Global Research Pod HubGlobal Investment Returns Yearbook 2025 – Now with 125 years of dataHow can investors make better decisions? By understanding the past. This year’s edition of the Global Investment Returns Yearbook (GIRY) explores how 125 years of historical data can offer key insights for the future. At the core of the Yearbook is the long-run DMS database, which provides long-run annual returns on stocks, bonds, bills, inflation, and currencies for 35 markets. The unrivalled breadth and quality of its underlying data make the GIRY the global authority on long-run asset performance. Hosted by Tim Ramskill, Global Head of Product Management, UBS Investment Bank, with Professor Paul Marsh, London Business School. *(This information is su...2025-04-0915 min
UBS LatAm Access en españolEl auge de la inteligencia artificial: ¿Estamos ante una burbuja?La inteligencia artificial está transformando los mercados globales y generando nuevas oportunidades de inversión. En este episodio de LatAm Access, Gabriela Soní, Chief Investment Officer de UBS México, y Alejo Czerwonko, Chief Investment Officer para Mercados Emergentes en UBS, analizan el avance de esta tecnología, sus implicaciones para los mercados financieros y los desafíos que enfrenta América Latina para integrarse a esta revolución.¿Quieres conocer más a detalle la información curada y de alto valor que UBS tiene para tí sobre este tema? Te invitamos a visitar el Informe Globa...2025-03-2616 min
UBS LatAm Access en españolTrump, el Canal de Panamá y China: ¿Deberíamos preocuparnos realmente?Las declaraciones de Donald Trump sobre el Canal de Panamá han encendido todo un debate geopolítico. Pero más allá del Canal, surge una pregunta clave: ¿Cómo afectan las crecientes disputas entre China y EE.UU. a América Latina y al comercio global?, ¿Deberíamos estar preocupados?En este episodio, Alejo Czerwonko, Chief Investment Officer de UBS junto a John Feeley, ex embajador de EE.UU. en Panamá, y Alberto Rojas, estratega senior de mercados emergentes en UBS, analizan los hechos detrás de estas tensiones y sus posibles implicaciones en la región.2025-03-1225 min
UBS Global Research Pod HubHow could global warming impact the travel industry?Climate change is reshaping global tourism. What does this mean for when, where and how we travel? From rising costs to shifting travel patterns, our latest UBS Research podcast dives into how the industry and consumers are adapting. Hosted by Jarrod Castle and Artem Prokopets, UBS Research Travel & Leisure analysts. *(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).2025-02-2707 min
UBS Global Research Pod HubLessons from the shift in the global manufacturing supply chainWe discuss how the supply chain landscape has shifted over the past decade touching upon countries that gained or lose market share, how Chinese companies are reacting, sectors that are likely to see more interest from new aspirants, and much more. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management, UBS, with Sunil Tirumalai, Head of EM & Asia Equity Strategy, UBS. (00:43) Questions we address (03:25) What countries are gaining market share right now? (06:55) What’s the look back period for analysis? (07:38) What sectors should an emerging economy aspiring to gain foothold in manufacturing look at? (10:12) How are Chinese companies reacting to...2024-10-1818 minO’Leary Partners ObservationsBeyond the 4% Rule: Am I Ready for Retirement?In this special episode, experts from the UBS Chief Investment Office will guide listeners through essential steps in retirement planning. The discussion will begin with an introduction to the UBS Wealth Way framework, which helps tailor investment strategies to individual goals. This will be followed by a detailed analysis of current market conditions. The discussion will then cover asset allocation and spending strategies, before concluding with advice on evaluating overall retirement preparedness. Featured is Daniel J. Scansaroli, Ph.D. and Ainsley Carbone from the UBS Chief Investment Office. Host: Gabrielle O’Leary.2024-10-1049 min
UBS Global Research Pod HubWelcome to UBS Global Research Pod HubA quick snapshot into UBS Global Research Pod Hub where we share key insights on the events shaping today's markets, with global economics, strategy and research thought leaders at UBS.2024-09-3000 min
UBS Global Research Pod HubVotes, Bots & BuyingElection relevance, AI consequence & consumer sentiment. In this episode we explore popular questions on these three key topics. Featuring Beatrice Allen, Zuzanna Pusz and Michael Briest, UBS Research analysts and Bhanu Baweja, UBS Chief Strategist. The 3 Biggest Themes This Year (0:18) Generative AI (00:49) The Adoption of Gen AI (2:26) The Slowing Consumer (05:20) Outlook for Luxury (06:13) Tourism-driven Shopping (06:45) The US Election (09:00) What's the Market Pricing? (09:52) Global and Domestic Context (11:30) *(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).2024-09-2317 min
UBS TrendingUBS Road to the Election: Biden out, Harris next?President Biden made the historic announcement that he’s dropping out of the presidential race. Tom McLoughlin, Senior Fixed Income Strategist and Co-lead of ElectionWatch, CIO Americas, UBS, explores the implications and the likelihood of VP Kamala Harris receiving the nomination.2024-07-2317 min
UBS Global Research Pod HubCIO Unfiltered: Sonja Laud, LGIMIn this episode we discuss top picks in equities and fixed income with Sonja Laud, CIO at Legal & General Investment Management and Bhanu Baweja, Chief Strategist at UBS. US Slowdown (00:49) US Elections (4:46) Equities (12:00) Fixed Income (17:08) Asset Allocation (17:18) Commodities (26:33) APAC (27:50) Summary (36:50) Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).2024-07-2241 minUBS TrendingUBS Road to the Election: Transition of powerHow are the national budget and foreign policy affected by presidential transitions? Admiral Jonathan Greenert, UBS Advisory Council Member and former Chief of US Naval Operations, explores what a second term for Biden or Trump could mean.2024-07-1800 min
Success, Unscripted9. Jonathan Woloshin, UBS Real Estate AnalystJonathan Woloshin is the Real Estate and Lodging Analyst for UBS Global Wealth Management and has 40 years of industry experience. In this episode we discuss the risks and opportunities in real estate, and whether he believes we are on the cusp of another crisis.2024-07-1046 minUBS TrendingUBS Road to the Election: Implications for the EUUS elections could impact European trade policies, defense budgets, and overall economic growth. Dean Turner, UK Economist CIO, UBS Global Wealth Management, looks at how different outcomes could affect these key areas. 2024-06-2000 min
UBS LatAm Access en españolPerspectivas de México y Argentina con Rafael De La Fuente, economista en jefe de UBSEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Rafael De La Fuente, economista en jefe para Latinoamérica en UBS. Repasan las perspectivas económicas para México luego de la victoria arrolladora de Morena y Claudia Sheinbaum en las recientes elecciones, y realizan un balance de los primeros seis meses del gobierno de Javier Milei en Argentina. Para más sobre estos temas visite: LatAm Access2024-06-1929 min
UBS LatAm Access en españolPerspectivas de México y Argentina con Rafael De La Fuente, economista en jefe de UBSEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Rafael De La Fuente, economista en jefe para Latinoamérica en UBS. Repasan las perspectivas económicas para México luego de la victoria arrolladora de Morena y Claudia Sheinbaum en las recientes elecciones, y realizan un balance de los primeros seis meses del gobierno de Javier Milei en Argentina.Para más sobre estos temas visite: LatAm Access2024-06-1929 min
Success, Unscripted6. James Jack, Head of UBS Business Owners SegmentMeet the man I refer to as my "secret weapon." James Jack is the Head of the Business Owners Client Segment at UBS. This episode is a behind the scenes look into how we work with business owners, unlocking value for clients in dollars and quality-of-life. If you own a business, don't miss this episode!2024-05-2939 min
UBS Global Research Pod HubThe eCommerce MigrationThe surge in eCommerce sales and adoption particularly among older demographics during COVID-19, has raised questions about the industry’s future trajectory. Learn about the key trends and potential scale of migration from in-person to online shopping in this week’s podcast with Jay Sole, US Retailing, Department Stores and Specialty Softlines analyst, and Jason Finkelstein, US Consumer Sector Specialist at UBS. *(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).2024-05-2407 minUBS TrendingUBS Road to the Election: Global perspectivesHow do international investors view US politics? Paul Donovan, Chief Economist, UBS Global Wealth Management, shares a broad perspective of the often-sensationalized US elections and how perceptions of the global economy play into that view.2024-05-0915 min
UBS Global Research Pod HubHow does the Middle East China relationship change the global energy sector?Sunil Tirumalai and Ken Liu discuss UBS Research insights into the growing collaboration between China and the Middle East in the energy sector. *(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).2024-05-0909 minUBS TrendingUBS Road to the Election: Banks and the raceOne year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US Financials at UBS, shares how the November outcome could affect the banking sector.2024-04-1810 minUBS TrendingUBS Road to the Election: Investment implications of a rematchSolita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, breaks down the possible election outcomes and provides her take on what it could all mean for investors.2024-02-1509 minUBS Global Research Pod HubWill Trump 2.0 play out like Trump 1.0 did?If Trump wins, will markets rise again? Investors underestimate the difference in starting points today, listen as Bhanu Baweja, Chief Strategist at UBS, shares two key lessons from the last 100 years of elections. *(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).2024-02-0910 minUBS Global Research Pod HubOur 2024 European Equities OutlookIn this episode we recap sector highlights from last year and lay out what lies ahead for 2024 with Gerry Fowler, Chief European Equity Strategist and Head of Derivatives Strategy at UBS, and Sambuddha Ray, Head of EMEA Product Management for Economics and Macro Strategy at UBS. *(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).2024-02-0613 minUBS Global Research Pod HubWhich commodities win in the net zero transition?It is increasingly recognized that the energy transition also requires a commodities transition. Listen as Phineas Glover, Head of APAC ESG Research at UBS, discusses our latest Net Zero Transition Materials model and scenarios to help identify the best commodity and company type exposures to the commodities transition. *(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).2023-12-1107 minLightning in a bottle: Entrepreneurial journeys from idea to exitEpisode 18: Empowering Women Business OwnersJoin us as we sit down with Bianca Benedetti-Fang, Executive Director, UBS Business Owner Segment, to unravel key insights from the 2023 UBS Investor Watch – a report based on data from 500 business owners surveyed by UBS. We also navigate the unique challenges that female business owners encounter throughout the phases of building, growing, and selling their companies. Discover areas of financial education that better equip female entrepreneurs to navigate the funding landscape, strategies for leveraging unique strengths, and tips to effectively balance personal and professional responsibilities as our society continues to add pressure on women to quite literally “do it all”.2023-11-3031 minUBS Global Research Pod HubWhy are real rates so high?Take a deep dive into real rates, one of the key topics that feature across our most asked client questions. Arend Kapteyn, Chief Economist at UBS, and Mike Cloherty, Head of US Rates Strategy at UBS, discuss the demand and supply shifts driving yields higher. *(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).2023-11-0106 min
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer TeamTaking Care of Aging Loved Ones with Debra Phares, UBS Family Advisory & Philanthropy ServicesLiz DeMontrond and Brittany Steitz have a productive and engaging conversation with Debra Phares, from UBS Family Advisory & Philanthropy Services, on the tough subject of taking care of aging/sick loved ones. While the topic can be uncomfortable to think about, it is something that affects or will affect each of us at some point. Debra, Brittany, and Liz discuss the important things to keep in mind when planning around, communicating about, and charting a course through this season of life.2023-10-2527 minUBS Global Research Pod HubWhere things stand for ECB and the digital euroHow would a digital euro work? What value or risks could it bring? We discuss the key considerations surrounding the launch of a digital euro in this UBS Research podcast.*(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).2023-10-2014 minUBS Global Research Pod HubUS economy – Give up on the recession call?The US economy has held up better than expected. Should we give up on the recession call? Listen to our #UBSResearch deep dive with Jonathan Pingle, US Chief Economist at UBS, and Bhanu Baweja, Chief Strategist at UBS. *(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).2023-09-2532 minUBS Global Research Pod HubWho benefits from Asia's supply chain shifts?In our latest podcast, UBS Research analysts across Asia provide an integrated bird's eye view of the developing Asian economies that could gain from supply chain shifts, laying out their strengths and weaknesses across multiple dimensions. *(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).2023-09-0807 min
UBS Global Research Pod HubWho benefits from Asia's supply chain shifts?In our latest podcast, UBS Research analysts across Asia provide an integrated bird's eye view of the developing Asian economies that could gain from supply chain shifts, laying out their strengths and weaknesses across multiple dimensions. *(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).2023-09-0606 min
Huvane Wealth Management ConversationsA conversation with Vice Chairman Ed MonteroIn his very first podcast, Ed Montero - UBS Americas Vice Chairman - who joined UBS after a prestigious 50-year career at Citibank, joins Tom Huvane - UBS Managing Director to discuss Ed’s valuable career advice for young professionals, his immigrant experience, and opportunities in emerging markets.2023-09-0500 min
UBS Global Research Pod HubUS Economy – Hard or Soft Landing?What is the likelihood of a US economy hard landing? UBS macro economists explore the inflation trajectory ahead and the potential of further FOMC rate cuts. *(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).2023-08-0919 minUBS Global Research Pod HubHow Can The International Maritime Organization Achieve Net Zero by 2050?What does IMO's revised GHG strategy mean for shipping? The International Maritime Organisation (IMO) aims to adopt net zero by ‘around’ 2050. Listen to the potential next steps, industry and stock implications and the likelihood of achieving this target from UBS Industrials and Capital Goods analysts. *(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).2023-07-1806 minUBS Global Research Pod HubHow Does Generative AI Impact ESG Considerations?How does uncertainty, explainability, bias, and environmental impact link to the use of generative AI? Our latest podcast explores the potential impacts of generative AI from an ESG perspective. *(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).2023-07-0511 minUBS Global Research Pod HubHow Does Generative AI Impact Media Companies?What are the key opportunities and threats media companies are facing with generative AI? Our latest podcast explores the impact on entertainment, music, gaming, publishing, and advertising. *(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).2023-07-0506 minUBS Global Research Pod HubHow Does Generative AI Impact Insurance Companies?Are insurance companies more positively or negatively impacted by the democratization of generative AI? UBS Head of EMEA insurance explores how insurance companies are leveraging this rapid advancement of technology to reduce costs. *(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).2023-06-2608 minUBS LatAm Access en españolPanorama económico de LatAm con Rafael De La Fuente, economista en jefe de UBSEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Rafael De La Fuente, economista en jefe para Latinoamérica en UBS. Repasan las expectativas de crecimiento económico e inflación para la región, el probable comportamiento de los bancos centrales, la probabilidad de aprobación de reformas estructurales, y el rol que puede jugar Latinoamérica en un mundo geopolíticamente cambiante.2023-06-2226 minUBS LatAm Access en españolPanorama económico de LatAm con Rafael De La Fuente, economista en jefe de UBSEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, entrevista a Rafael De La Fuente, economista en jefe para Latinoamérica en UBS. Repasan las expectativas de crecimiento económico e inflación para la región, el probable comportamiento de los bancos centrales, la probabilidad de aprobación de reformas estructurales, y el rol que puede jugar Latinoamérica en un mundo geopolíticamente cambiante.2023-06-2226 minUBS Global Research Pod HubHow Do Student Loans Impact Consumer Spending?How do student loans and the potential for loan forgiveness impact how consumers spend their money? Our latest podcast explores the impact that student loans have on spending habits and the types of companies who are most affected. *(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).2023-06-2109 min
UBS LatAm Access em portuguêsAs novas tendências globais em filantropiaNos últimos dez anos vimos que, globalmente, a filantropia se tornou mais acessível ao público em geral - mais esforços colaborativos estão ocorrendo e há um interesse crescente em questões relacionadas às mudanças climáticas. O que os próximos anos trarão? Que tendências moldarão o cenário filantrópico? Em que medida o ecossistema filantrópico latino-americano se conecta a essas tendências globais? Neste podcast, Joyce Fabbrini, responsável pela área de Marketing do UBS no Brasil, discute o cenário filantrópico global com Kai Grunauer Brachetti, diretor executivo da equipe do...2023-06-1310 min
UBS Global Research Pod HubRecession Watch II: What Shakes the Credit Markets?What impact is this looming recession having on credit markets? Our Chief Strategist and Head of Credit Strategy explore why credit markets have been stable, what might catalyze a widening of spreads, and which sectors might impact credit the most. (14 min) #UBSResearch #shareUBS + *(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).2023-06-0715 minUBS Global Research Pod HubRecession Watch: How are US Consumers Spending Their Money?How are US consumers spending their money amidst a looming recession? Our Chief Strategist and US Consumer Research Analyst explore various data points to assess the average level of excess savings in US households and how it’s being spent. *(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).2023-06-0110 minUBS Global Research Pod HubDecarbonizing the shipping industry: what will it cost?Decarbonising the shipping industry could help to remove 3% of global CO2 emissions. What will be the cost of shipping industry decarbonisation? What impact will it have on the end consumer? Our Industrial Analysts discuss the costs, implications, how regulation/ESG is driving increasing adoption 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).2023-05-2508 minUBS Global Research Pod HubHow sticky is global inflation?Global inflation has surged upward over the past couple of years. For the OECD group of relatively advanced countries inflation peaked in the fall of last year at a level not seen since the 1980s, and it has yet to fall substantially from that peak. How much, and how quickly, the inflation is likely to recede is a matter of much debate. *(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).2023-05-1705 minDeep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer TeamTalking "Unsettled Business" with Mike Ryan, UBS Divisional Vice ChairmanLiz DeMontrond and Liz Lockwood, from UBS' Young Lockwood Sauer Team in Houston, interview UBS Divisional Vice Chairman and former Chief Investment Officer Americas Mike Ryan. Liz and Liz pick Mike's brain on the Federal Reserve, the recent banking fallout, and opportunities in the investment landscape. Tune into why he thinks there is "unsettled business" in the macro environment and what he thinks makes today's market uniquely unique.2023-05-1500 min
UBS Global Research Pod HubAre Global Labor Markets Cooling Off?Global employment growth has essentially slowed back to its pre-pandemic average, but the US is a big outlier. Chief Economist, Arend Kapteyn and Global Economist, Pierre Lafourcade tackle some of the toughest questions they have received from investors on labor markets. *(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).2023-05-0807 min
UBS Global Research Pod HubChina Reopening (Part II): EU/US – Where is it priced, and where is it not?In the second of our China reopening podcast series, European and US analysts at UBS assess the EU/US industries fully pricing in a China reopening, and those that can see further benefit.*(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).2023-05-0218 min
UBS Global Research Pod HubTrending themes in APAC: Part OneGain key insights into Asia's rapidly evolving landscape by tuning into part one of this podcast series. APAC analysts at UBS discuss key themes including Chinese investing abroad, tech de-coupling, autonomous driving, smart infrastructure, green finance, energy transition and EV battery. *(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).2023-03-3113 min
UBS Global Research Pod HubDecoding Global Emerging Markets: US Economy EditionRecent data releases point to a US economy that is not far from being 'hot'. Tune in for the arguments behind UBS's concerns of a recession 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).2023-03-3114 minUBS Global Research Pod HubChina Reopening: APAC – Where is it priced, and where is it not?Which industries and stocks are fully pricing in a China reopening, and which can rally further? Chief Strategist, Bhanu Baweja, and APAC analysts at UBS discuss this in the first of two podcasts. *(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).2023-03-1027 min
UBS Global Research Pod HubIntroduction to ChatGPT: Generative AIAre we entering a golden age of AI progress? UBS Internet analyst, Lloyd Walmsley, and UBS TMT Sector Specialist, Global Markets, Kelsey Perselay, outline key developments, potential disruptions and the wider implications amid the AI inflection 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).2023-02-1712 minUBS Global Research Pod HubGlobal Economics & Markets Outlook – The Big CallsWhat are the most important economics and asset calls for 2023? Listen to this deep dive by Bhanu Baweja: Chief Strategist at UBS, and Arend Kapteyn: Head of Economics & Strategy Research at UBS. *(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).2023-02-0100 minUBS LatAm Access en españolReforma Fiscal Colombiana: Conversacion con Jaime Gomez de Posse Herrera RuizEn este episodio de LatAm Access, Manuel Dempaire, Asesor Patrimonial de UBS Wealth Planning International, entrevista a Jaime Enrique Gomez, socio de Posse Herrera Ruiz sobre la reforma fiscal Colombiana y su impacto a los residentes fiscales Colombianos. Descubra mas en ubs.com/latamaccess2023-01-1919 minUBS LatAm Access en españolFoco en Europa: Outlook economico y financieroEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Maximilian Kunkel, Jefe de Inversiones para Family Offices a nivel global en UBS, repasan los desafios economicos de Europa, el invierno que se viene, que estan descontando los mercados de acciones y bonos, y oportunidades de inversion. Descubra mas en ubs.com/latamaccess2023-01-1912 minUBS LatAm Access en españolPerspectivas de crecimiento e inflacion para MexicoEl crecimiento economico de Mexico ha sido mejor a lo esperado este ano, pero la perspectiva para 2023 se ha deteriorado. En este episodio de LatAm Access, Gabriela Soni, Chief Investment Officer en UBS Mexico, habla sobre los riesgos para la actividad economica y la inflacion, asi como las implicaciones para la politica monetaria. Descubra mas en ubs.com/latamaccess2023-01-1907 minUBS LatAm Access en españolPanorama segunda mitad 2022: Acciones, bonos, monedas y volatilidadEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Gabriela Soni, Jefa de Inversiones para Mexico en UBS, presentan las perspectivas economicas para el mundo y Latinoamerica en lo que resta del ano y describen como posicionar carteras de inversion en acciones, bonos, monedas y volatilidad en un entorno complejo. Descubra mas en ubs.com/latamaccess2023-01-1918 minUBS LatAm Access en españolGlobal Family Offices - Como estan invirtiendoEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas, y Maximilian Kunkel, Jefe de Inversiones para Family Offices a nivel global en UBS, destacan las principales conclusiones del Global Family Office Report. Repasamos las estrategias de inversion preferidas por este grupo de inversores, en que tematicas se estan enfocando, como estan encarando las inversiones sostenibles, y que actitud tienen frente a los activos digitales. Descubra mas en ubs.com/latamaccess2023-01-1920 minUBS LatAm Access en españolMaterias primas: Perspectivas en un mundo cambianteEn este episodio de LatAm Access, Alejo Czerwonko, Chief Investment Officer Emerging Markets Americas en UBS, entrevista a Dominic Schnider, jefe de estrategia de inversion global en commodities y monedas en UBS. Dominic y Alejo discuten que se puede esperar para el precio de las materias primas este ano, y si estaremos frente a un nuevo super ciclo de commodities. La conversacion tambien ahonda en las perspectivas para el petroleo, el oro, las materias primas del campo, y los metales industriales.2023-01-1923 minUBS LatAm Access em portuguêsO poder da midia social nas Eleicoes 2022Neste episodio LatAm Access, Ronaldo Patah, Chief Investment Officer Brasil do UBS, entrevista Andrei Roman, economista e cientista politico da Atlas Intel. Andrei e Patah falam sobre o impacto da midia social nas eleicoes em 2022, inclusive comentando as eleicoes presidenciais colombianas de 19 de junho, onde as redes sociais foram responsaveis por viradas incriveis, tanto no 1 quanto no 2 turno. As eleicoes estao muito longe de estarem definidas. Descobrir mais em ubs.com/latamaccess/pt2023-01-1922 minUBS LatAm Access em portuguêsO dragao da inflacao ataca os mercados globaisNeste episodio de LatAm Access, Ronaldo Patah, Chief Investment Officer Brasil do UBS WM, fala sobre o complexo cenario global que inclui juros mais altos, guerra e pandemia. Como proteger seu portfolio frente a ameaca da inflacao, aproveitando nossa taxa de juros que esta entre as mais altas do planeta. Descobrir mais em ubs.com/latamaccess/pt2023-01-1914 min
UBS Global Research Pod HubWhat Is The Future Of Transport?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).2022-11-0709 min
Paradigm PodcastHiring Issues - What Can Business Owners do About it?On this episode of Paradigm Podcast, Colin is joined by Brian Rose, Senior US Economist within UBS' Chief Investment Office, for a discussion on the ongoing hiring difficulties and job shortages facing business owners today. Colin and Brian discuss the economics behind the issues, what UBS is seeing going forward, and some strategies that business owners can use to excel during this time.2022-02-0715 minUBS Global Research Pod HubHow are WFH trends impacting how businesses think of office space?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).2022-02-0210 min
Ebb and FlowYear ahead 2022: A year of discoveryThis month on Ebb and flow, we continue our year ahead discussion, expanding from the topic of equities in our last episode to the outlook on the broader investment landscape. For this we turn to UBS Chief Investment Officer in the Americas, Solita Marcelli. Solita leads the Chief Investment Office team here in the united states and in that capacity works to bring together market and investment insights for the benefit of UBS clients around the world. In our conversation, I ask Solita about the key drivers she anticipates for 2022…a year that her team has described as playing out in...2021-12-1621 minEbb and FlowThe year ahead for equitiesThis month on Ebb and flow, we are looking ahead, specifically to the year ahead for equity markets. For this outlook we turn to the Head of Equities in the Americas for UBS Global Wealth Management - one David Lefkowitz. David’s 25 year career as an equity strategist has taken him from the Warton School of Business to Credit Suisse to Goldman Sachs to, I’m thankful to say, the UBS Chief Investment Office. We ask David for his views on market drivers like economic growth, the US consumer, and corporate earnings…and on market risks like inflation, potential policy errors...2021-12-0829 minUBS Global Research Pod HubThoughts After COP26How 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).2021-11-1907 minUBS Global Research Pod HubInflation in 15 MinutesHow 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).2021-11-0317 min
Deep Roots, Forward Thinking - A Conversation with the UBS Young Lockwood Sauer TeamEconomic Outlook with UBS Chief Economist, Paul DonovanLiz DeMontrond, a Financial Advisor on the UBS Young Lockwood Sauer Team in Houston, kicks off the Team's first podcast with an engaging and informative interview featuring the inimitable Paul Donovan, Chief Economist of UBS Global Wealth Management. Paul covers all topics from inflation to furniture delays to the "Instagram effect."2021-10-2734 minUBS Global Research Pod HubUnderstanding the Intangibles on Balance Sheets and How they Impact ValueDid 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).2021-10-1416 minUBS Global Research Pod HubIntroduction to Emerging Market Equity InvestingWhat 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).2021-09-3008 minParadigm PodcastS&P 500 Goes to 5,000, Plus Other Timely Market Items with David LefkowitzOn this episode of Paradigm Podcast, we are discussing UBS’s recent piece about the S&P 500 potentially going to 5,000 by the end of next year, as well as other market-relevant news, including the Delta variant, its effects on the market, and portfolio implications. We’ll also touch on the Lambda variant and the impending debt ceiling debate. For this discussion, Stephen is joined by the newest member of Paradigm Group, Colin Parker. Colin recently joined our team from the UBS Private Wealth Management office in San Francisco where he advised ultra-high net worth families and institutions on portfolio management and...2021-09-2915 minUBS Global Research Pod HubThe Future of Low Carbon HydrogenHow 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).2021-09-2410 minParadigm PodcastS&P 500 Goes to 5,000, Plus Other Timely Market Items with David LefkowitzOn this episode of Paradigm Podcast, we are discussing UBS’s recent piece about the S&P 500 potentially going to 5,000 by the end of next year, as well as other market-relevant news, including the Delta variant, its effects on the market, and portfolio implications. We’ll also touch on the Lambda variant and the impending debt ceiling debate. For this discussion, Stephen is joined by the newest member of Paradigm Group, Colin Parker. Colin recently joined our team from the UBS Private Wealth Management office in San Francisco where he advised ultra-high net worth families and institutions on portfolio management and...2021-09-1314 minUBS Global Research Pod HubHow Can the Scientific Method Elevate Equity Research?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).2021-09-0317 minUBS Global Research Pod HubIntroduction to Forecasting and Modeling TaxesForecasting 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).2021-08-2432 minParadigm PodcastFinancial Planning Your Way to a Happy RetirementOn today's episode of Paradigm Podcast, Braydon and Stephen will be discussing what they call the "retirement smile". They will discuss the different phases of retirement, how inflation affects these phases, and what implications these create for our financial plans for clients. They are joined by Ainsley Carbone, a Total Wealth Strategist at UBS. Ainsley is part of the Chief Investment Office at UBS, where her focus is on financial planning. She is an expert at helping financial advisors and clients build better financial plans that reflect their goals and values.2021-08-1918 min
UBS Global Research Pod HubIntroduction to the Credit MarketWhat 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).2021-06-0417 min
Financially Speaking with Mitch SlaterPower MomsHow Executive Mothers navigate work and life. A Former Wall Street Journal career columnist joins the show to help us better understand the world of work as seen through the eyes of highly successful woman. My UBS colleague Carey Shuffman, Director of our Women's Segment, is my special co-host for this episode and we also look at the latest in depth UBS Report, "Own your Worth."2021-05-2838 minParadigm PodcastUpdates from Washington: What's really going to happen with taxes this year? A conversation with John Savercool, Head of UBS US Office of Public PolicyIn this episode of Paradigm Podcast, Stephen LaFata and Ted Rutter are joined by John Savercool, the managing director and head of the UBS US Office of Public Policy. This discussion focuses on what is really going on with taxes this year, and how this will effect you. John directs the firm’s lobbying, political, and policy advocacy efforts at the federal level. He’s a veteran of Washington of 34 years. In 2003, John was selected by UBS to become the firm’s first full-time, senior lobbyist to direct the firm’s advocacy activities in Washington. Through his years in Washington serving...2021-05-2116 min
Financially Speaking with Mitch SlaterUBS Global Visionary Suzy Amis CameronUBS Global Visionary Suzy Amis Cameron , a noted environmental advocate, former actress (Titanic, The Usual Suspects) and most importantly a Mom of 5 discusses her book "The OMD Plan, Swap one meal a day to save your health and save the planet. We speak about her incredible documentary on Netflix, "Game Changers" as well as the school she co-founded with her sister, MUSE, the first in the country that is completely plant-based. Suzy spoke to us from New Zealand where she has a farm and her husband James is completing Avatar 2 and 3. We also explore her background as as a farm...2021-04-211h 07Paradigm PodcastChanges and Opportunities in Estate PlanningToday, Braydon and Siddharth are joined by Siddharth Chhokar and Casey Verst for a discussion about recent changes and opportunities in Estate Planning. Siddharth is the managing partner of Chhokar Law Group right here in San Diego. Siddharth creates Your Total Estate Plan focusing on a comprehensive approach to meet clients’ immediate needs and their long-term goals. Casey Verst is an Executive Director at UBS within our Advanced Planning group. Prior to joining UBS, he practiced law with Katten Muchin Rosenman in Los Angeles.2021-04-2018 min
5 Things with Tracy Byrnes5 Reasons Why You Should Invest in Companies with Gender EqualityThere now is financial and economic proof that female empowerment is connected to economic performance. So it's no longer just about doing the right thing morally, it's also about doing the right thing for your portfolio. Lynette Jefferson, Head of UBS Ultra High Net Worth Advisory and Sustainable Investing Solutions, walks us through the findings. Listen. Your portfolio will thank you. (The views and opinions expressed in these materials are those of the presenter and are not those of UBS, its subsidiaries or affiliate companies. Accordingly, UBS does not accept any liability over the content of these materials or any...2021-04-1320 minUBS Global Research Pod HubIntroduction to the Phillips CurveWhat 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).2021-04-0117 minUBS Global Research Pod HubIntroduction to the Rise of Retail InvestorsWhat 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).2021-03-0817 minUBS Global Research Pod HubThree is a crowd - DCF, multiples or both?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).2021-02-0819 minParadigm PodcastThe Year Ahead with David LefkowitzIn our inaugural podcast, Stephen and Braydon are joined by David Lefkowitz of UBS CIO to discuss UBS's outlook for the year ahead. David is Head of Equities Americas in our Chief Investment Office. He has 25 years of experience as an equity analyst, portfolio manager, and strategist and is a member of the Wealth Management Americas Asset Allocation Committee.2021-01-2916 minUBS Global Research Pod HubTalking 5G - Where are we vs. the Hype?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).2021-01-2812 min
UBS Global Research Pod HubHow Could Supersonic Jets Transform the Travel Industry?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).2021-01-1508 minUBS Global Research Pod HubBird's Eye View of the Global Airline IndustryWhen 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).2021-01-1311 minUBS Global Research Pod HubIntroduction to ESG InvestingWhat 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).2021-01-0713 minUBS Global Research Pod HubWhen Does a Balance Sheet Need to Balance?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.)2020-12-0814 min
A Wealthy ImaginationBruce Dillard - Blue Angel, UBS Plano/Ft.Worth Complex Director, Black Lives Matter.Colin sits down with Bruce Dillard, UBS Plano/Ft.Worth Complex Director, about how race has impacted his career, UBS' response to the Black Lives Matter movement, and the importance of seeking a Financial Advisor who shares your values.2020-07-1542 min
Financially Speaking with Mitch SlaterUBS Optimus Foundation with Phyllis CostanzaAll about giving and what UBS does with the Optimus Fund and Phyllis' background • Sources: The risk of harm to young people in institutional care https://resourcecentre.savethechildren.net/library/risk-harm-young-people-institutional-care • Effects of institutional rearing and foster care on psychopathology at age 12 years in Romania: follow-up of an open, randomised controlled trial https://www.thelancet.com/journals/lanpsy/article/PIIS2215-0366(15)00095-4/fulltext • The risk of harm to young children in institutional care. https:// resourcecentre.savethechildren.net/library/risk-harm-young-people-institutional-care • Own your worth https://www.ubs.com/global/en/wealth-management/women/opportunity.html • Development aid stable in 2017 with more sent to poorest co...2020-02-0627 min
Financially Speaking with Mitch SlaterTom Naratil, President Americas at UBSMy business partner Ann Trainor and I sit down for an informative conversation with Tom Naratil, President Americas at UBS and Co-President of UBS Global Wealth Management. We discuss 2020 and The Decade Ahead which Tom finds promising and exciting. We also speak about how critical Sustainable Investing, culture and collaboration are to the firm's success. Lastly, Tom offers wisdom and advice for the next generation starting their careers and gives us a great reading list.2020-01-2232 min
Financially Speaking with Mitch SlaterUBS Global Visionary Andrew Bastawrous of Peek VisionAndrew is an Ophthalmologist (Eye Surgeon) and Associate Professor in International Eye Health at the London School of Hygiene & Tropical Medicine. He has worked and undertaken research in over twenty countries including two years living in Kenya where he led a major eye disease study and the development and testing of Peek. Andrew has published over 40 peer-reviewed articles, is a TED Fellow, Ashoka Fellow, Rolex Laureate, UBS Global Visionary and World Economic Forum Young Global Leader.2020-01-1028 min