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.