蜜豆视频 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 蜜豆视频
Research podcasts
Welcome to 蜜豆视频 Global Research Pod Hub
00:29A quick snapshot into 蜜豆视频 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 蜜豆视频.
Votes, Bots & Buying
17:29Election 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, 蜜豆视频 Research analysts and Bhanu Baweja, 蜜豆视频 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 蜜豆视频).
Will a Fed cut lead to an equity market rally?
07:33Our Chief Strategist, Bhanu Baweja, discusses with Sambuddha Ray, Head of Macro Strategy Product Management, our current expectation of Fed cuts, what鈥檚 priced in and key signposts to watch for markets to react in an easing cycle. *(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 蜜豆视频).
Europe's Demographic Challenge
04:51In this episode we discuss the countries facing the greatest challenges from Europe鈥檚 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 蜜豆视频).
CIO Unfiltered: Sonja Laud, LGIM
41:05In 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 蜜豆视频. 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 蜜豆视频).
