UBS Global Research Pod Hub

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 Returns Yearbook, distil over 100 years of market history into the insights that matter most - and keep repeating.

From how to think about market “bubbles”, to why diversification can surprise investors, and why staying invested has mattered so much over time.

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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 how parameters, prompts, and the scientific method are changing what “good analysis” really looks like - and what skills aspiring analysts should focus on, in a machine‑assisted world.

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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’s core strength, and why execution will select the winners. With insights from Jason Napier, European Banks Analyst at UBS, and Paul Schneider, Head of Markets Focus.

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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 key takeaways from the congress, the growth trajectory, and what this ultimately mean for China's economic outlook.

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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 such an interest in this topic, and the practical road towards implementation which could potentially reshape technology, markets, and industries alike.

*(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).