Longevity and Long Term Growth Potential

UBS highlights the long-term investment potential of the 'Longevity' theme in health care as a diversifier to AI-driven tech. The report also notes improving US-China trade relations and expects volatile Japanese bond yields to stabilize eventually.

Key Takeaways

• 1.The Longevity theme (health care) offers significant multi-trillion-dollar long-term growth and diversification benefits relative to the AI/tech rally.
• 2.China's health care sector is transitioning from a low-cost follower to a source of globally competitive drug assets and innovation.
• 3.Japan government bond yields have reached multi-decade highs, but UBS expects them to stabilize and fall over the medium term.

Table of Contents

• From the studio
• Thought of the day
• Upcoming trial results should boost the long-term growth outlook
• What to watch: 18 May
• Caught our attention
• Market update
• Global asset class preferences definitions
• Appendix

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