Position for Transformational Innovation for Long Term Gains

UBS highlights AI, electrification, and longevity as secular multi-trillion-dollar themes for the next decade. The bank emphasizes selectivity and active management as stock-level correlation hits its lowest point since 2018.

Key Takeaways

• 1.Focus on three key 'transformational innovation' themes for long-term growth: AI, Electrification, and Longevity.
• 2.Selectivity is increasingly critical as pairwise stock correlation has dropped to its lowest level since 2018.
• 3.The European IT sector remains a favored tactical play, supported by strong first-quarter operating momentum and AI-related demand.

Table of Contents

• From the studio
• Thought of the day
• What to watch: 12 May
• Caught our attention
• Market update
• Global asset class preferences definitions
• Appendix

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