How to start an investment conversation?

3 ideas to start a conversation on thematic investment

??? ????'?? ??????????????-????-???????????? ??????. Weekly Conversation Starters No. 26 marks half-a-year of continuous service. It has 668 words and takes 3 minutes 19 seconds to read. Let's celebrate peace.

?? ?????? ?????? ?????? ???????? ???????? ????????: it's a volatile world out there, and it certainly feels painful for most investors. Diversification and long-term view matter.

?? ????????'?? ?????????? ?????????????? ??????????: new consumer experience with unwearable footwear worth half-a-million, the sequencing of the human genome bringing hope for new genetic therapies and enabling technologies fueling the move from GAFAM to MAATMAN in Big Tech...

?All this brought to you in a simple pitch format.

1. Consumer experience

Flipping sneakers has just reached a new high… (USD 575'000 if you ask)

What's making the buzz: Nike “CryptoKick”, a new collection of NFT sneakers.

Custom-made

Its new “customizable” feature looks set to revolutionize how some of us consume (unwearable) footwear…?

By creators and influencers

Compared to traditional digital wearable created by well-known designers, this collection lets creators and influencers customize their own product with personal color and appearance...

And depending whose signature is behind the skin, these sneakers can reach mind-boggling prices!

WIIFM*

NFT: investment idea or new e-fashion trends? Either way, consumers' expectations are definitely changing...

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???? the?investment rationale for Consumer experience?from UBS CIO

?? UBS colleagues will find more information about solutions to find long-term value in stocks at?goto/FutureLeaders?(UBS internal only).

2. Genetic therapies

Mapping human DNA: mission complete!

What has happened? The human genome has finally been completely mapped out, thanks to new technology that helped decipher the 8% missing part.

What to expect:

This breakthrough will offer additional insights into:

• human development, aging and diseases such as cancer, and
• human diversity, evolution and migration patterns across prehistory to now.

A key discovery

The chief scientific officer of the company whose technology was used made this analogy: "If genetics were a detective story, precisely the pages where you would find out who the murderer is were missing".

WIIFM*

Understanding human DNA will open the doors for understanding how exactly the human body is built and operates, better understanding of human diseases, and translate into new therapies.

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???? the?investment rationale for Genetic therapies from UBS CIO

?? UBS colleagues will find more information about solutions to build up portfolio hedges with healthcare at?goto/HealthTransformation?(UBS internal only).

3. Enabling technologies

From GAFAM to MAATMAN…

Big Tech is less big: The biggest winners of the past few years, the so-called GAFAM, are all far off their previous highs, having collectively lost a couple of USD trillions in market capitalization since the beginning of the year.

But it is still huge...

And new leaders are raising up the ranks, with companies like:

• Tesla, worth as much as the next 15 automakers in the world combined, and
• NVIDIA, the maker of graphics processing units and other computer hardware.

Here come the MAATMAN

These are the 7 Big Tech companies topping the 8 US biggest companies by market cap list:

• Microsoft, Apple, Alphabet, Tesla, Meta, Amazon and NVIDIA

WIIFM*

As market volatility and uncertainty look set to continue, it makes sense to focus on parts of the market that have fallen substantially, yet offer strong fundamentals or good long-term growth potential around enabling technologies like 5G, AR, VR and AI.

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???? the?investment rationale for enabling technologies?from UBS CIO now.

?? UBS colleagues will find more information about solutions to find long-term value in stocks at?goto/DigitalTransformation?(UBS internal only).

Start a thematic investment conversation now! ??

Use these ideas to spark your clients' interest, and gauge their appetite to invest in these long-term investments themes.

I will happily read your comments, questions or suggestions below.

?????If you find these investment conversation starters useful, follow?#InvestWithFunds?for more stories around these long-term investment themes.

*WIIFM: What's In It For Me (and My clients)