Recurring series
UBSInvest in Transformational Innovation
Finvaulta tracks 3 editions of Invest in Transformational Innovation from UBS, published between May 25, 2026 and June 19, 2026. Each edition is summarized on its own page.
Latest edition · June 19, 2026
Invest in transformational innovation en 1661844
This report outlines investment opportunities in 'TRIO' themes: Artificial Intelligence, Power/Resources, and Longevity. It highlights significant structural growth, including a 20% S&P earnings growth projection for 2026.
UBS identifies AI, power infrastructure, and longevity as critical areas of transformational innovation. Driven by massive capital expenditure—notably USD 500bn for global grid investment in 2026—and accelerated earnings in the technology sector, these themes are expected to provide persistent long-term growth. While short-term market volatility exists, the report argues that secular shifts in energy demand, clinical milestones in health care, and AI expansion are creating enduring value pools.
Read the latest edition in fullKey takeaways from the latest edition
- 1.Innovation is a core driver of long-term equity performance and market leadership.
- 2.Structural shifts in AI, energy infrastructure, and health care are reshaping global industries.
- 3.S&P earnings growth forecast for 2026 was upgraded to 20% from 12% due to tech strength.
What this series covers
- AI
- Power and resources
- Longevity
- Global asset class preferences definitions
- Appendix
Edition archive
Series at a glance
- Editions tracked
- 3
- First edition
- May 25, 2026
- Latest edition
- June 19, 2026