How Can I Invest In Transformational Innovation

UBS recommends a diversified investment strategy focused on transformational innovation, specifically Artificial Intelligence, energy-related infrastructure, and longevity sectors. This approach seeks to capture long-term growth driven by structural shifts while managing specific industry risks.

Key Takeaways

• 1.Maintain exposure to long-term AI growth while diversifying into Power/resources and Longevity.
• 2.Data center demand and energy transition drive investment in grid resilience, renewables, and nuclear.
• 3.The longevity market, specifically GLP-1 obesity drugs, shows significant revenue growth potential through 2030.

Table of Contents

• How can I invest in transformational innovation?
• Key message
• We have strong conviction in the long-term potential gains available in AI.
• Structural demand and the energy transition support long-term investment in power and resources.
• Companies offering products and services to extend healthy lifespans should continue to gain traction.
• New this week
• One liner
• Did you know?
• Investment view

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