How Can I Invest in Transformational Innovation

UBS recommends a diversified investment strategy in transformational innovation, focusing on AI momentum, energy transition/grid resilience, and the expanding longevity healthcare market. While AI drivers remain strong, diversification into power and resources and longevity helps navigate specific risks.

Key Takeaways

• 1.Maintain AI positioning but diversify transformational innovation exposure to include power, resources, and longevity.
• 2.AI monetization is accelerating, evidenced by 40% year-on-year growth among major cloud providers in Q1 2026.
• 3.The global longevity market, fueled by robust GLP-1 uptake, is projected to reach USD 8 trillion by 2030.

Table of Contents

• Key message
• 01 Recent developments have reinforced our conviction in the long-term potential gains on offer in AI
• 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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• Investment view
• Disclaimer

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