UBS
May 11, 2026
How Can I Invest in Transformational Innovation
Macro ThematicEquitiesMacro Economic IndicatorsInformation TechnologyHealth Care
UBS advises investors to take a diversified approach to transformational innovation by investing in AI beneficiaries beyond tech, energy infrastructure, and the growing longevity healthcare market.
Key Takeaways
- 1.UBS recommends a diversified approach to transformational innovation, spanning AI, power and resources, and longevity.
- 2.The AI beneficiary landscape is expanding beyond the US IT sector into enablers, intelligence, and applications, including China's tech sector.
- 3.AI data center needs and energy security are driving massive investment in grid infrastructure and the power value chain.
Table of Contents
- 01 The AI opportunity is likely to broaden further, in our view.
- 02 Structural demand and the energy transition support long-term investment in power and resources.
- 03 Companies offering products and services to extend healthy lifespans should continue to gain traction.
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Authors
Ulrike Hoffmann-BurchardiDelwin Kurnia LimasNathaniel GabrielEric PotokerJon Gordon
Securities
S&P 500 Information TechnologyS&P 500 Communication Services
Themes
Artificial Intelligence BroadeningEnergy Transition and Grid ResilienceLongevity and Medical Innovation
Regions
North AmericaEuropeAsia PacificUnited StatesChina