Top of the Morning: Key messages and investment themes for 2025
UBS On-Air: Market Moves
00:00
Navigating Transformational Innovation: Investment Strategies for AI Growth
This chapter introduces the Transformational Innovation Opportunities (TRIO) framework, which assists investors in pinpointing long-term growth, particularly in the burgeoning AI sector. The discussion highlights the need for investors to reassess their equity allocations to include AI infrastructure providers in order to capitalize on the anticipated substantial investments in the market.
Transcript
Play full episode
