Global Research

Access to award-winning economists and analysts

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 ~3,600 stocks in over 50 different countries.

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Global Investment Returns Yearbook 2024

Leveraging deep history to navigate the future.

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Generative AI Head Side Profile

Generative AI Unlocked

Discover the breadth, depth and originality from our award-winning economists, strategists and analysts.

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China 360

Thematic research providing a direct window into one of the world’s most dynamic economies, connecting the dots across macro and industry themes to navigate a rapidly-evolving landscape.

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Our capabilities

Equities Research

We apply the right research instruments for new evidence, to deliver clear insights. Through industry, data and analytical expertise, this team creates differentiated content and industry-leading investment advice to empower your investment decisions.

Economics & Strategy

UBS Economics draws on the expertise of market strategists and works closely with company and sector analysts to gain a deeper understanding of the workings of the world economy. UBS Global Strategy helps you track down the drivers and connect them to opportunities across asset classes and regions.

UBS Evidence Lab

Providing insight-ready datasets on companies, sectors and themes across more than 55 specialized areas. Our library of assets covers more than 5,000 companies, all sectors and regions, to deliver company-specific insights for ongoing investment debates.

UBS Evidence Lab

UBS HOLT

Empowering you to make informed decisions by providing a clear, objective framework for comparing and valuing companies worldwide. With over 20,000 companies in our database, you gain a unique and consistent approach to portfolio evaluation, using our powerful tools to help streamline the investment process.

UBS HOLT

Quant Answers

A powerful platform which helps you interpret and manage your exposures and risks, allowing you to tap directly into the innovation being developed by the Quant team at UBS. Delivering portfolio risk forecasting, portfolio style and fundamental analysis plus other data and analysis modules.

Quant Answers

Private Company Research

Built to help you navigate disruption from the private sector, we apply a systematic approach to profiling and assess the competitive positioning of private companies.

UBS Analytical Research Community (UBS-ARC)

A proprietary interconnected research network of top executives, industry leaders, subject matter specialists, academics, and analysts who join the community and connect with the UBS Research platform. Informed by these unique perspectives, we provide you with differentiated research events and content.

China 360

We have been operating on the ground in one of the world’s most dynamic markets for over 30 years. Through our unique dual platform, UBS Securities offers domestic banking and capital markets services, as well as international access and cross border solutions for institutional investors and corporates.

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Latest research insights

Market insights and commentary from our global thought leaders

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

UBS Global Research

Research podcasts

2025/6 Global Outlook - Part Two: The Key Market Calls

16:53

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).

2025/6 Global Outlook - Part One: The Key Economics Calls

16:28

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 market calls. Hosted by Bhanu Baweja, Chief Strategist with Arend Kapteyn, Head of Economics & Strategy Research. (01:06) Key economics calls: which regions are improving and which regions aren’t? (03:35) Why our calls are below consensus (4:32) Tariffs assumptions, growth and inflation (08:45) US rates (11:07) China (12:10) What risks could give us better outcomes? *(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).

Are we at the tipping point for software led payments in Europe?

19:56

Software-led payments help businesses scale and expand their customer reach. While adoption is not new, penetration in Europe is still significantly behind the US. We define what software led payments is and discuss why we believe the evolution of software-led payments will be a key theme in European FinTech for the coming years. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management, with Justin Forsythe, European Payments Analyst. (00:45) Key themes in European payments and fintech (02:39) What is software led payments? (06:40) Why is penetration of software led payments lower in Europe than the US? (11:12) What payments landscape in Europe (16:20) European adoption timeframe (18:18) Summary *(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).

How significant is China’s latest economic stimulus?

11:15

We discuss whether the latest fiscal stimulus from China is enough and what more could be done. As the situation evolves, what are the key dates? Which indicators should we watch out for? Hosted by John Lam, Head of China & Hong Kong Property Research, with Dr. Tao Wang, Chief China Economist. *(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).

Lessons from the shift in the global manufacturing supply chain

18:47

We discuss how the supply chain landscape has shifted over the past decade touching upon countries that gained or lose market share, how Chinese companies are reacting, sectors that are likely to see more interest from new aspirants, and much more. Hosted by Sambuddha Ray, Head of Macro Strategy Product Management, UBS, with Suil Tirumalai, Head of EM & Asia Equity Strategy, UBS. (00:43) Questions we address (03:25) What countries are gaining market share right now? (06:55) What’s the look back period for analysis? (07:38) What sectors should an emerging economy aspiring to gain foothold in manufacturing look at? (10:12) How are Chinese companies reacting to companies moving out of China? (12:42) Examples of insightful company/ market case studies (15:57) Summary *(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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