The Bulletin with UBS cover image

Transformational innovation opportunities: AI, electrification and longevity 

The Bulletin with UBS

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The Power of Transformational Innovation in Investing

This chapter explores the pivotal role of perspective in investing, balancing macroeconomic trends with individual company fundamentals. It emphasizes the significance of transformational innovation and its historical impact on major corporations, while outlining future investment opportunities in areas like AI, electrification, and longevity. The discussion also underscores the importance of adapting investment strategies and organizational structures to harness emerging trends for competitive advantage.

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