How Can I Invest In Transformational Innovation

UBS maintains a positive outlook on long-term transformational innovation, specifically advocating for exposure to AI, power/energy infrastructure, and longevity-focused health care.

Key Takeaways

• 1.AI investment conviction remains high with growth supported by industrial buildout and consumer agentic AI demand.
• 2.Energy transition and power demand for AI drive structural opportunities in renewables, nuclear, and grid infrastructure.
• 3.Longevity sector, particularly GLP-1 obesity drugs, presents robust growth catalysts through 2030.

Table of Contents

• 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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