Afleveringen
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In this episode we discuss the countries facing the greatest challenges from Europe’s accelerating demographic transition and highlight the economic consequences of aging populations. *(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).
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In 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).
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Zijn er afleveringen die ontbreken?
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In this episode we explore the global projects valued at over US$1.5 trillion that could help power brand new cities into the future and highlight the five emerging themes that we believe are critical in ensuring a city's long-term growth and vibrancy (5min). *(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).
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Tune in to learn about three significant developments in the healthcare sector that can help address widespread health challenges. Laura Sutcliffe, Healthcare Research analyst at UBS, discusses the impacts of GLP-1s, advancements in neuropsychiatric treatments for addiction and mental health, and the market potential of Brain Computer Interfaces for mobility solutions in this episode.
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In this podcast we outline the timeline, key signposts and implications for rates and FX ahead of the general election on 4 July 2024. *(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).
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The 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 eCommerce trends and potential scale of migration with Jay Sole, US Retailing, Department Stores and Specialty Softlines analyst at UBS, and Jason Finkelstein, US Consumer Sector Specialist at UBS.
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How is AI accelerating the growth in data centers? What are the key implications of this across the Capital Goods, Utilities and Metals and Mining sectors? Tune in to our latest podcast to find out. *(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).
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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).
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Our Chief US Economist shares his views on the outlook for the world’s largest economy, Fed’s reaction path, impact of US presidential election 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).
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Valuations are nearly as high & leadership nearly as narrow but this isn’t a 90s style bubble. Unfortunately we don’t have conditions for a long bull-run either *(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).
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The last US CPI print was hot amidst a tight labour market. After declining 6pp to close to ’18 levels, are we at the end of good news on US 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)..
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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).
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In 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).
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Does the market think in terms of countries or sectors? Does the market agree with your notions of stocks being grouped into sectors? Which parts of the market require a top-down approach, and which ones bottom-up? *(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).
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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).
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In this first of two podcasts, we lay out the key economics calls from our recently published Outlook. Stay tuned for part two of this series where we discuss the main trades and market calls. *(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).
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With 70% of personal wealth in property, many consumers are facing declining real estate prices for the first time in their lives. Additionally, lack of job security and wage reductions further amplify the negative wealth effect. As such consumers choose to save rather than spend money, the impact is widespread. *(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).
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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).
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US recession continues to be a key theme in some of our most asked client questions. We revisit why we’re still forecasting a US Recession in light of surprises in the US economy and our latest predictions. *(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).
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