Longer-Term Investment Themes in Focus

UBS identifies Enabling Technologies, Automation, and Energy Efficiency as its top investment themes for May 2026, while advising tactical caution on Healthtech and Genetic Therapies.

Key Takeaways

• 1.The top five thematic investment opportunities for May 2026 are Enabling Technologies, Automation and Robotics, Energy Efficiency, Diversity and Equality, and Aging in Comfort.
• 2.Short-term investors are advised to reduce exposure to Genetic Therapies and Healthtech due to a lack of near-term catalysts and weak quantitative model rankings.
• 3.Emerging and frontier markets remain attractive for diversification despite Middle East geopolitical tensions, supported by expected Federal Reserve rate cuts and robust global growth.

Table of Contents

• Executive summary
• CIO Longer-Term Investment Themes in focus
• Approach to defining theme preferences
• Current theme preferences
• Our top five themes
• Longer-term themes facing short-term headwinds
• Latest related publications
• Appendix
• Strong drivers support our themes
• Approach/methodology
• Global asset class preferences definitions
• Risk information

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