Invest in Transformational Innovation

UBS recommends a diversified investment strategy focused on Artificial Intelligence, Power and Resources, and Longevity to capture structural growth from transformational innovation.

Key Takeaways

• 1.AI growth remains strong with a shift towards consumer agentic AI and acceleration in cloud provider growth (40% y/y).
• 2.Energy transition and AI-driven demand are creating long-term opportunities in power infrastructure, grid resilience, and critical minerals.
• 3.The global longevity market, particularly obesity (GLP-1) treatments, 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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