UBS
June 19, 2026
Invest in Transformational Innovation
Macro ThematicEquitiesInformation TechnologyEnergy
This report outlines investment opportunities in 'TRIO' themes: Artificial Intelligence, Power/Resources, and Longevity. It highlights significant structural growth, including a 20% S&P earnings growth projection for 2026.
Key Takeaways
- 1.Innovation is a core driver of long-term equity performance and market leadership.
- 2.Structural shifts in AI, energy infrastructure, and health care are reshaping global industries.
- 3.S&P earnings growth forecast for 2026 was upgraded to 20% from 12% due to tech strength.
Table of Contents
- AI
- Power and resources
- Longevity
- Global asset class preferences definitions
- Appendix
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Authors
Sagar Khandelwal
Securities
S&P 500
Themes
Artificial IntelligenceEnergy InfrastructureLongevity
Regions
GlobalUnited States