Longevity and Long-Term Growth Potential

UBS highlights the long-term potential of the 'Longevity' investment theme, focusing on healthcare innovation and obesity treatments as high-growth areas currently undervalued relative to tech. The report also addresses resilient US retail sales, rising inflation pressures, and political uncertainty in the UK.

Key Takeaways

• 1.The Longevity theme offers a multi-trillion-dollar growth opportunity over the next decade, driven by demand for obesity treatments and healthcare innovation.
• 2.Healthcare stocks are currently at a 25-year low relative to tech stocks, suggesting significant catch-up potential.
• 3.China has evolved from a low-cost follower to a global source of competitive drug assets and healthcare innovation.

Table of Contents

• Thought of the day
• The long-term obesity revenue opportunity is attractive
• Upcoming trial results may boost the long-term growth outlook
• Stronger innovation capability in China offers opportunities
• Caught our attention
• Market update
• Global asset class preferences definitions
• Appendix

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