UBS
May 25, 2026
Invest in Transformational Innovation
Macro ThematicEquitiesMacro Economic IndicatorsInformation TechnologyUtilities
UBS highlights transformational innovation in AI, power infrastructure, and longevity as critical long-term growth drivers. These 'TRIO' themes are supported by rising capital investment, strong earnings forecasts, and structural demographic shifts.
Key Takeaways
- 1.Innovation is the primary driver of long-term equity performance and market leadership, particularly in AI, energy, and healthcare.
- 2.AI addressable market is projected to reach USD 3.1tr by 2030 with a 30% CAGR, moving beyond US technology into infrastructure and applications.
- 3.Global grid investment is expected to hit USD 500bn in 2026, driven by surging data center demand and energy security needs.
Table of Contents
- Artificial intelligence
- Power and resources
- Longevity
- Global asset class preferences definitions
- Appendix
- Risk information
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Authors
Sagar Khandelwal
Securities
S&P 500
Themes
Artificial Intelligence MonetizationEnergy Security and Grid InfrastructureLongevity and Healthcare Innovation
Regions
GlobalMiddle EastUnited States