How to start an investment conversation?

3 ideas to start a conversation on thematic investment

?? Ideas worth talking about:

1. An AI-powered legal assistant that supports defendants in court instead of a real lawyer,
2. A new class of drugs that mimics hormones that lower blood sugar and curb appetite, and
3. Electric Vehicles (EVs) went mainstream in 2022.

?? Why do they matter?

• The advance of Artificial Intelligence is mind-blowing, and its planned use cases are touching every sector almost.
• This could be the first anti-obesity medications that drastically diminish weight, without any serious side effects.
• 2023 models look very enticing and by 2030 EVs will represent >60% of vehicles sold globally (source IEA).

?? Welcome to Weekly Investment Convo Starters No. 47

It has 713 words and will take 3 minutes and 33 seconds to read. It was written by a human ??

1. See "AI" in court

An AI-powered legal assistant will support a speeding-ticket defendant in court by instructing her what to say through AirPods.

?? ?? Resting the case

1. This is the first test of its kind, as the use of such technology is normally not allowed in most jurisdictions.
2. If successful, this could open the door to a massive change, as it would make fighting a speeding ticket, as well as other court disputes, a lot cheaper for defendants.

So, will AI pass the test and present a realistic and convincing defence?

?? Investment thought

Enabling technologies like 5G, cloud and artificial intelligence are the engine of the digital transformation.

They are disrupting every aspect of our lives and spending on their development should remain high.

?? What to do now?

Some of our strategies invest in companies that are creating and deploying the enabling technologies of our digital future.

????? Start a conversation about Enabling Technology

• UBS CIO Long-term Investment Theme

2. Jan 12th was Healthy weight, healthy look Day

It was all about encouraging people to prioritise their health by considering their weight, because your weight greatly affects your health.

In 1997 WHO declared obesity a major public health problem and a global pandemic and researchers are working hard to find solutions.

?? Researchers may have found something

1. A new generation of anti-obesity medications have shown striking results in trials and in practice.
2. The new drugs mimic hormones known as incretins, which lower blood sugar and curb appetite
3. It drastically diminishes weight, without the serious side effects that of previous medications.

?? Investment thought

The obese population has more than doubled since 1980 (source : WHO) and is expected to keep rising as per-capita GDP rises in the developing world.

The economic cost of obesity is growing and is making this condition a top priority.

?? What to do now?

Some of our strategies invest in companies that are providing solutions to fight obesity and health risks associated with it.

????? Start a conversation about Obesity

• UBS CIO Long-term Investment Theme

3. Petrol heads, please, look away

For all others, forget Tesla's recent share price woes, 2022 will be remembered as the year where electric vehicles went mainstream.

Demand is strong and by 2030 EVs will represent more than 60% of vehicles sold globally (source IEA).

?? What to expect from the best 2023 models?

1. Zero to 100 in just under three seconds, and then on to a projected top speed of 250 km/h.
2. Solar panels built into the car bonnet and an interior made from sustainable materials.
3. Battery-boost to recharge from 10% to 80% in 15 to 29 minutes, or increase range by 120 to 200 km in just 5 to 10 minutes.
4. 100-kWh battery capacity that could mean ranges approaching 650 km.
5. Radar modules, external cameras, and ultrasonic sensors to deliver driver assistance safety features and monitoring, as well as hands-free driving mode.

?? Investment thought

Regulatory changes, consumer preferences, and technological advances will likely lead to even greater electrification of cars, autonomous driving, and new car-sharing concepts.

?? What to do now?

Some of our strategies invest in companies developing new technologies that will support future mobility solutions.

????? Start a conversation about Smart Mobility

• UBS CIO Long-term Investment Theme

About Investment Convo Starters

Hand-picked for relationship managers and investment advisors,?Weekly Investment Conversation Starters?is a series of 3 ideas to start a conversation with clients, spark their curiosity, and gauge their appetite to invest in attractive long-term investments themes.

If you like these, you can:

?? Consult the?previous editions?of Weekly Investment Convo Starters

?????Ring my bell (??) and follow?#InvestWithFunds?for more stories about these long-term investment themes

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