Long-Term Investment Trends

What does the future hold?

This series takes you deeper into the megatrends that will most certainly disrupt our future, helping you to make sense of them and develop a long-term investment strategy.

September 10, 2020 E-commerce: Shopping without boundaries

Greater smartphone penetration has dissolved boundaries of time and place.

Speaker: Andrea Tomaschett, UBS CIO equity analyst

Language: English

August 27, 2020 Trends in education: Room to grow

A need for investment in human capital, education and specialized training is on the rise

Speaker: Hyde Chen, UBS CIO equity analyst

Language: English

August 20, 2020 Cleaner air at a lower cost

Innovation – a path to more efficient energy sources.

Speaker: Carsten Schlufter, UBS CIO equity analyst

Language: English


August 13, 2020 Energy the efficiency pursuit

Stricter regulations and rising demand for energy drive the need for energy-efficient technologies.

Speaker: Alexander Stiehler, UBS CIO equity analyst

Language: English

August 6, 2020 Cybersecurity: Protecting what matters

Various structural trends benefiting the global security and safety market.

Speaker: Alexander Stiehler, UBS CIO equity analyst

Language: English

July 30, 2020 Fintech: Explosive growth in a complacent industry

Industry set to drive a major digital transformation in the financial services industry.

Speaker: Sacha Holderegger, UBS CIO equity analyst

Language: English


July 23, 2020 The future of tech economy

Favorable demographics and other secular trends should drive solid data growth.

Speaker: Sundeep Gantori, UBS CIO equity analyst

Language: English

July 9, 2020 Enabling Technologies

Tag war in the Tech world to increase or protect market share.

Speaker: Sundeep Gantori, UBS CIO equity analyst

Language: English

July 2, 2020 Smart Mobility and the forces behind it

The new way vehicles are “consumed.”

Speaker: Rolf Ganter, UBS CIO equity analyst

Language: English


June 23, 2020 The robotics revolution

Smart automation will power the fourth industrial revolution.

Speaker: Alexander Stiehler, UBS CIO equity analyst

Language: English

June 11, 2020 Genetic Therapy: In with the new out with the old.

Genetic therapies – a paradigm shift in medical care

Speaker: Lachlan Towart, UBS CIO equity analyst

Language: English

June 11, 2020 Filling the healthtech digital gap

The potential for digital technology is here.

Speaker: Lachlan Towart, UBS CIO equity analyst

Language: English


May 27, 2020 What does the future hold?

Identifiable trends to develop a long-term investment strategy

Speaker: Alexander Stiehler, UBS CIO equity analyst

Language: English