How could a transforming world impact you?

Explore 16 sustainable long-term investment themes from CIO Americas, Wealth Management

23 May 2017

Key takeaways

  • We have entered the fourth industrial revolution, an era driven by automation and connectivity. According to UBS's Chief Investment Office, artificial intelligence will become a massive sector that unleashes a torrent of financial opportunities.
  • In the areas of professional training, higher education, and standardized testing, governments are increasingly playing a secondary role to a burgeoning number of private sector firms offering education services.
  • Emerging markets spend less than half what developed markets spend on healthcare as a share of GDP. Emerging market policymakers are aggressively seeking to catch up to their developed market counterparts in terms of healthcare quality and accessibility.
  • Energy-saving products and services are forecast to grow as fast as 7-8% a year in the coming two decades, according to the International Energy Agency.
  • Talk to your UBS Financial Advisor about how you can best position your portfolio to capitalize on these emerging global trends within your long-term investment strategy.

Fuel consumption is expected to increase almost 50% by 2040.1 Demand for education and training globally is growing at roughly twice the pace of economic output. And the emerging market healthcare sector is expected to grow at 8% annually from 2014 to 2020.2 How are these long-term trends—and more—transforming the global economy, and how can you position your investments to take advantage of them?

Explore compelling new research uncovering 16 sustainable long-term investment themes [links to long-term themes page on ubs.com/lti] and opportunities from CIO Americas, Wealth Management (CIO-A WM). These themes are identified through a highly systematic process from analysts around the world and aligned with the goals and needs of individual investors.

Key themes include:

  • Automation and robotics—A fourth industrial revolution will transform the future of manufacturing
  • Education services—With limits to many goverments' education resources, there is increased opportunity for the private education market
  • Emerging market healthcare—An aging EM population requires stepped-up investment in healthcare
  • Energy efficiency—Strong drivers for energy efficiency offer long-term opportunities for investors

Is your portfolio prepared for a changing, complex global investment environment? Together we can find an answer. Connect with your UBS Financial Advisor or find one.