Longevity Offers Long Term Growth Potential

UBS highlights Longevity as a multi-trillion dollar secular growth theme that offers diversification against AI-heavy portfolios. Despite recent US inflation spikes, the Fed is expected to cut rates starting in late 2026.

Key Takeaways

• 1.The 'Longevity' secular theme offers multi-trillion dollar opportunities over the next decade, providing diversification and potential catch-up growth relative to the AI/Tech sector.
• 2.China is transitioning from a low-cost follower to a source of globally competitive drug assets, creating opportunities in the CDMO space.
• 3.Despite a hotter-than-expected PPI reading, the Federal Reserve is expected to maintain an easing bias, with the next rate cut projected for December 2026.

Table of Contents

• From the studio
• Thought of the day
• Upcoming trial results may boost the long-term growth outlook.
• Stronger innovation capability in China offers opportunities.
• Caught our attention
• Market update
• Appendix
• Global asset class preferences definitions
• Risk information

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