How Can I Invest In Transformational Innovation

UBS recommends a diversified thematic investment strategy targeting AI, Power and Resources, and Longevity. These structural trends are expected to drive equity market performance through 2030.

Key Takeaways

• 1.Growth drivers for AI remain strong, but a diversified investment approach including Power/resources and Longevity is recommended.
• 2.AI monetization evidence is accelerating, with cloud provider growth estimated at 40% year-over-year in 1Q26.
• 3.The longevity market is projected to reach USD 8 trillion in annual revenue by 2030, driven by GLP-1 adoption and clinical catalysts.

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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• One liner
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• Investment view

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