The Compendium – 10 of the toughest client questions we've fielded
Team UBS team tackles the most difficult questions we have received from investors.
Our award-winning, multi-asset class global research team's primary goal is to support you in analyzing the pivotal questions that drive your investment decisions. As a market-leading investment bank research house, we bring you differentiated content on global financial markets and securities with coverage of ~3,800 stocks in over 50 different countries.
Our award-winning, multi-asset class global research team's primary goal is to support you in analyzing the pivotal questions that drive your investment decisions. As a market-leading investment bank research house, we bring you differentiated content on global financial markets and securities with coverage of ~3,800 stocks in over 50 different countries.
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HOLT: Understanding Intangibles Impact on Investment Analysis
A steady rise in the knowledge-based economy has changed how companies invest, making the quantification of intangible capital more important for investors.
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HOLT: US Exceptionalism & the case for a further rotation towards Europe
Why has Europe lagged the US in stock-market performance since the Global Financial Crisis? Discover the key drivers that have left the valuation gap at its widest since 2003.
UBS 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 UBS
Research podcasts
15:39
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, UBS 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 UBS).
08:35
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 UBS).
07:51
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 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).
15:16
More athletics, less alcohol: Key trends in health & wellness
Amid New Year’s 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 impacting health & wellness, and why Gen Z is drinking less than older generations. Hosted by Arpiné Kocharyan, US Fitness & Leisure Analyst, with Jay Sole, US Softlines Analyst, and Peter Grom, US Household & Personal Care Analyst. (00:37) Key emerging trends in health & wellness that are impacting consumer behavior (01:57) Why has health & wellness been such a strong trend, and will it continue? (04:33) What are the key drivers of the health & wellness trend? (06:22) Which Softlines categories are best positioned? (07:31) How are younger consumers impacting beverage alcohol consumption? (09:58) Why are younger consumers less interested in alcohol than prior generations? (11:38) What impact does Dry January have on alcohol consumption? *(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).
16:53
2025/6 Global Outlook - Part Two: The Key Market Calls
In this second of two podcasts, we lay out the key market calls from our recently published Outlook. See part one for the main economic calls. (01:00) Equity market outlook (02:55) Fed action (5:32) How does the US equity market rank vs other markets? (08:00) Could there be periods where Europe outperforms the US? (08:16) Bond market outlook (08:16) (08:16) Currency market outlook (12:56) What would surprise you next 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).
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