ÃÛ¶¹ÊÓƵ Global Research Pod Hub
Tune in to our episodes for insights on the topics that matter from our global economics, strategy and industry thought leaders at ÃÛ¶¹ÊÓƵ
Research podcasts
Unlocking tomorrow: Highlights from the AIC 2025
How can adaptability and resilience drive innovation, and help us seize opportunities? William Vanderpump, Product Manager, Asia Research and Sunil Tirumalai, Head of Emerging Markets & Asia Equity Strategy, share highlights from this year’s ÃÛ¶¹ÊÓƵ Asia Investment Conference. They discuss the global economic and trade outlook, the new normal in geopolitics, and the transformation of AI and its implications for the future of humanity. *(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 ÃÛ¶¹ÊÓƵ).
One Month On: Assessing the Impact of Trump’s Tariffs
It’s been over a month since the Trump administration introduced tariffs, 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 Kapteyn, Chief Global Economist, Jonathan Pingle, Chief US Economist, and Bhanu Baweja, Chief Strategist, from ÃÛ¶¹ÊÓƵ Investment Bank. *(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 ÃÛ¶¹ÊÓƵ).
Global Investment Returns Yearbook 2025 – Now with 125 years of data
How 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, ÃÛ¶¹ÊÓƵ Investment Bank, with Professor Paul Marsh, London Business School. *(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 ÃÛ¶¹ÊÓƵ).
The World in 2035: Gen Alpha
With a projected economic footprint of $5.4 trillion by the end of this year, and spending power expected to reach $1.7 trillion by 2029, Generation Alpha are a demographic set to have profound market implications. How do their needs differ from previous generations? What sectors will benefit most from their influence? And how do brands need to adapt? Hosted Annabel Willder, Global and European ESG Analyst, with Saranja Sivachelvam, Head of Global Thematics Research. *(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 ÃÛ¶¹ÊÓƵ).
How 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 ÃÛ¶¹ÊÓƵ Research podcast dives into how the industry and consumers are adapting. Hosted by Jarrod Castle and Artem Prokopets, ÃÛ¶¹ÊÓƵ 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 ÃÛ¶¹ÊÓƵ).
