How Can I Invest In Transformational Innovation

UBS recommends a diversified investment strategy in transformational innovation, specifically focusing on Artificial Intelligence, Power and Resources, and Longevity. Growth in these sectors is supported by structural demand, increasing monetization, and robust clinical trial pipelines.

Key Takeaways

• 1.AI monetization evidence is accelerating, with cloud provider growth reaching an estimated 40% year-on-year in 1Q26.
• 2.Energy infrastructure and power resources remain a structural priority driven by AI-demand and geopolitical energy security needs.
• 3.The longevity market is projected to reach USD 8 trillion in annual revenues by 2030, supported by GLP-1 adoption.

Table of Contents

• Key message
• Recent developments have reinforced our conviction in the long-term potential gains on offer 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.
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