UBS Global Research Pod Hub

The cost curve of AI: How efficiency is reshaping the AI race

As organizations move beyond AI experimentation and focus on measurable returns, cost efficiency is becoming an increasingly important factor in deployment decisions. UBS

Beyond the final whistle: Turning sporting moments into lasting growth

What turns a sporting moment into long-term brand value? UBS analysts Jay Sole and Michael Lasser explore how consumer companies are tapping into fan passion, cultural mo

Quantum computing and AI: how close are we to real-world impact?

Quantum computing has long promised to transform how we solve complex problems - but how close are we today? In this episode, Paul Winter, UBS Head of Quant Research, s

Powering the grid: How battery storage is reshaping energy markets

After understanding what’s inside the battery, the next question is how it’s used. This episode shifts the focus to battery energy storage - where falling costs, policy s

Under the Hood of the Electric Vehicle Revolution: Are We There Yet?

What really powers the electric vehicle (EV) revolution? Autos Analyst Patrick Hummel speaks with Sascha Vogelsang from automotive benchmarking and engineering firm A2MAC

A‑Shares vs H‑Shares: The essential guide to China’s equity markets

Sunil Tirumalai, Head of Emerging Markets and Asia Equity Strategy, sits down with Lei Meng, China Equity Strategist, for a high-level introduction to China’s onshore A‑s

Time tested investment lessons: What 100 years of market data teaches us

Andrew Garthwaite, UBS Chief Global Equity Strategist, and Elroy Dimson, Professor of Finance at Cambridge Business School and co‑author of the UBS Global Investment Retu

Analyst playbook: How is machine learning reshaping equity research?

Equity research isn’t just spreadsheets and models. Paul Schneider speaks with Tommaso Aquilante and Jamie Dorricott from UBS’s Empirical Scientific Approaches team about

AI in banking: Benefits, barriers and breakthroughs

As banks invest in AI capabilities, the focus is shifting from hype to delivery. This episode examines where AI is already improving operations, why trust remains banking

Making sense of China’s Outlook

Reflecting on China’s recent National People’s Congress (NPC), Robin Xu, Head of China Research at UBS, sits down with Yu Song, Chief China Economist to break down the ke

Food by 2040: The personalised Nutrition Revolution

Charles Eden, European Chemicals Analyst at UBS Investment Bank, joins Paul Schneider, Head of Markets Focus, to unpack the forces transforming the global food system and

Breaking down quantum computing – Building towards implementation

In part 2 of our series on Quantum Computing, Paul Schneider sits back down with Madeleine Jenkins to look ahead at what could be. They explain why investors have taken s

Breaking down quantum computing – bit by bit

In part one of this two-part series, Paul Schneider sits down with Madeleine Jenkins, Tech Hardware analyst, to discuss the mechanics of Quantum Computing and how it work

What is driving the comeback story in biopharma?

With drug pricing cuts easing, investor interest is returning, driven by fresh innovation, active M&A, and rotation into a long undervalued sector. Dimiter Tassev, UBS He

More athletics, less alcohol: Key trends in health & wellness

Amid New Year resolutions and Dry January, we discuss how and why consumers are taking better care of themselves. We touch on the growth of exercise, how innovation is im

Analyst Playbook: The evolving role of data and statistics in research

In this episode, Christopher Clarke sits down with Josh Stone, Head of Energy at UBS, to discuss how analysts use data, and how the value of data is changing in 2026 and

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 constr

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 Out

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 t

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 shapin