How Can I Invest In Transformational Innovation

Latest edition · August 10, 2026

How can I invest in transformational innovation en 1664500

UBS highlights structural investment opportunities in AI, power, and longevity, advocating for a diversified approach to capture long-term growth while managing heightened volatility. They note strong capex trends for AI and robust demand in the energy transition and health care sectors.

This UBS House View Briefcase analyzes transformational innovation, emphasizing the ongoing role of AI while cautioning against single-stock concentration following recent semiconductor volatility. The report outlines favorable structural tailwinds for power/resource utilities and longevity-related health care, specifically citing growing data center demand and the advancement of obesity treatments. UBS provides a constructive outlook for these sectors, supported by projections of rising global capex and expanding health care markets through 2030.

Key takeaways from the latest edition

• 1.AI remains a key growth driver, but investors should diversify beyond crowded beneficiaries to mitigate single-stock risk.
• 2.Structural demand for electrification and data centers supports investments in power, utilities, and materials.
• 3.Longevity and clinical innovation in cardio-metabolic treatments (GLP-1s) represent an USD 8tr annual revenue market by 2030.

What this series covers

• Key message
• We have strong conviction in the long-term potential gains offered by AI.
• Structural demand and the energy transition support long-term investment in power and resources.
• Companies offering products and services to extend healthy lifespans should continue to gain traction.
• New this week
• One liner
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• Investment view

Edition archive

• How can I invest in transformational innovation en 1664500

  August 10, 2026

• How can I invest in transformational innovation en 1663180

  July 13, 2026

• How can I invest in transformational innovation en 1662049

  June 22, 2026

• How can I invest in transformational innovation en 1661580

  June 15, 2026

• How can I invest in transformational innovation en 1661169

  June 8, 2026

• How can I invest in transformational innovation en 1660001

  May 19, 2026