UBS
June 4, 2026
Longer Term Investment Themes In Focus
Market ReportEquitiesInformation TechnologyFinancials
This report provides a monthly update on long-term investment (LTI) theme rankings, highlighting top-five preferences while suggesting tactical rotations away from themes currently lacking near-term catalysts.
Key Takeaways
- 1.The top five long-term themes remain unchanged: Enabling technologies, Automation and robotics, Energy efficiency, Diversity and Equality, and Aging in comfort.
- 2.Genetic therapies and Healthtech themes are currently ranked lower due to lack of positive near-term catalysts and challenging funding conditions.
Table of Contents
- Our Longer-Term Investment themes in focus
- Executive summary
- CIO Longer-Term Investment Themes in focus
- Update on the Middle East exposed themes
- Approach to defining theme preferences
- Current theme preferences
- Our top five themes
- Longer-term themes facing short-term headwinds
- Latest related publications
- Appendix
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Authors
Alexander StiehlerAthina Voulgari
Themes
Enabling technologiesAutomation and roboticsEnergy efficiencyDiversity and EqualityAging in comfort
Regions
Middle EastAsia PacificUnited StatesIran