The Bulletin with UBS Transformational innovation opportunities: AI, electrification and longevity
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Aug 3, 2025 Ulrike Hoffmann-Burchardi, GWM Head of Global Equities, gives insights into UBS's forecast on market trends driven by AI, electrification, and longevity. She highlights how these transformational innovations will reshape investment landscapes. The discussion reveals the importance of adapting strategies to harness these emerging trends. Hoffmann-Burchardi also explores lucrative opportunities in the aging population sector, emphasizing the roles of AI in healthcare advancements and the need for infrastructure upgrades to accommodate electrification demands.
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Innovation Drives Market Leaders
- Transformational innovation drives the largest market cap growth over history, shaping new industries and market segments.
- Companies do not tend to appear twice as leaders in different transformational waves, showing the need to understand future innovations.
Criteria for Trio Opportunities
- The trios focus on trillion-dollar, persistent, and profitable revenue opportunities shaping the economy structurally.
- Profitability is essential because profits and cash flows ultimately drive equity valuations.
Align Teams with Innovation Themes
- Focus investment teams specifically on transformational innovation opportunities rather than traditional sector definitions.
- Develop white papers and updates around these opportunities to gain an edge when constructing portfolios.