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Transformational Innovation Opportunities (TRIOs)

Let’s invest in what’s next

The UBS Chief Investment Office believes there are three transformational innovation opportunities (TRIOs) that will drive equity markets in the coming decade: Artificial intelligence, Power and resources, and Longevity. Each is set to create new markets with annual revenues projected in the trillions. The leaders of the next decade could be taking shape today—at the intersection of these powerful trends.

Learn more about the TRIOs

Three forces shaping the world

Meet the Transformational Innovation Opportunities (TRIOs)

Watch this video from Ulrike Hoffmann-Burchardi, Chief Investment Officer Americas and Global Head of Equities, to discover how transformational innovation opportunities are redefining the investment landscape and learn why focusing on UBS’s TRIOs can help you build a resilient, future-ready portfolio.

Ulrike Hoffmann-Burchardi
Chief Investment Officer Americas
and Global Head of Equities

Follow Ulrike on LinkedIn

Artificial intelligence

3.1 trillion USD
Revenue opportunity by 2030

AI is reshaping the world around us—unlocking breakthroughs that were once unimaginable. The UBS CIO approach is designed to help investors benefit from this revolution and the growth of tomorrow's leaders.

Visit the AI hub to learn more

Power and resources

3 trillion USD
Revenue opportunity by 2030

From advanced power infrastructure to cutting-edge industrial technology, this investment space targets essential building blocks to drive cleaner energy, enable the rise of AI, and meet soaring global demand for electricity.

Learn more about Power & resources (PDF)

Longevity

8 trillion USD
Revenue opportunity by 2030

As lifespans increase and populations age, a new wave of investment opportunities is emerging across sectors like healthcare, consumer goods, financial services, and real estate.

Learn more about Longevity (PDF)

Largest companies are typically the leaders of transformational innovations

The next milestone: The first company to reach a USD 10tr market cap

Throughout history, the world’s greatest investment opportunities have emerged at moments of profound
change—when steel, electricity, and the internet reshaped industries and created new market leaders.

Timeline showing largest companies throughout time that became leaders of transformational innovation based on market cap

¹Market cap
Source: UBS as of September 2025
Charts and scenarios are for illustrative purposes only. Historical performance and forecasts are no guarantee for future performance. Please see important disclaimer at the end of the document.