How to start an investment conversation?

Welcome to Weekly Investment Conversation Starters No. 56

Here are 3 ideas to start a thematic investment conversation with your clients.

3?? Conversation starters

1. When was "to google" officially recognized as a transitive verb?
2. What is the most measured health data on smart watches?
3. Is changing the clocks twice a year worth it?

?? Three ideas worth talking about:

1. Bing surpassed 100 million DAU for the first time, so we could soon "bing it"

• As the global internet grows, the role of digital data in our life will continue to increase

2. In 2024, 440m health wearable devices will be shipped worldwide?(Deloitte)

• Smart watches are turning into personalized health clinics changing our relationship with doctors and healthcare for the better

3. With pressure on the environment and supply, energy efficiency is a key topic

• Daylight savings time can still bring a decrease in energy consumption, depending on your location and the availability of renewable energy

Let's see the details ...

1. Will we ever say "did you Bing it"?

?? In the news

Microsoft’s search engine, Bing, surpassed 100 million daily active users for the first time. It could be a bi(n)g thing!

?? Is it worth it?

1. Google has over 1 billion daily active users (Source: StatCounter data)
2. Microsoft acknowledges they "remain a small, low, single digit share player" in the search engine sector
3. But it's still worth it: "For every 1 point of share gain in the search advertising market, it’s a USD 2 billion revenue opportunity for our advertising business"

?? What is driving this?

• Bing increased the number of AI-powered chats users could try to 120 / day.
• Microsoft aggressively pushes its search engine with Edge/Windows updates.
• It is even prompting people to stop downloading Google Chrome.

?? Investment thought

As the global internet user base is expected to increase by 2 billion over the next decade (source: World Bank, UBS estimates), the role of digital data in our life will continue to increase.

UBS CIO Long-term Investment Theme two-pager on Digital Data

?? Opportunities

Some of our strategies invest in companies that drive and benefit from the growth of the digital data, across many industries.

????? Star the conversation

Did you know that "google" has been an officially recognized transitive verb as early as 2006?

2. Smart watches get smarter …

?? In the news

Deloitte predict that by 2024, nearly 440 million consumer health and wellness wearable devices will ship worldwide.

? What do people measure with their smart watch now?

1. Steps per day (59%)
2. Workouts (42%)
3. Heart beat (37%)
4. Sleep quality and duration (35%)
5. Calories (32%)

?? Two trends to watch for the future:

1?? Smart watches with advanced sensors and artificial intelligence will turn into personalized health clinics that:

• help patients monitor health markers intermittently—including blood pressure cuffs and ECG monitors.
• help detect and manage chronic health conditions and avoid serious illness.

2?? Smart patches, with medical-grade biosensors, stuck directly to skin will enrich patients' health records to:

• provide continuous data monitoring,
• inform doctors' diagnosis and care prescription,
• fulfil diabetes management, patient monitoring, and drug delivery.

?? Investment thought

Healthcare providers, insurers, and even drug companies now recognize the potential for digital technology to improve efficiency, and manage pressure on healthcare budgets.

UBS CIO Long-term Investment Theme two-pager on HealthTech:

?? Opportunities

Some of our strategies invest in companies developing new technologies and changing healthcare for the better.

????? Start a conversation

Did you know step-counting was the most measured health data on a smart watch?

3. Is changing the clocks worth it?

?? In the news

A recent study on daylight savings time points at a net decrease in energy consumption, even as the world warms up.

?? What researchers looked at:

1. Researchers simulated buildings across 15 different cities.
2. They study office energy consumption by the year 2050 under different climate scenarios.
3. They tested the impact of shifting clocks back and forward.

?? What did they find?

• Daylight savings time brings a net decrease in energy consumption, even as the world warms up,
• But it also depends on the location and the availability of renewable energy.

?? Investment thought

Due to stricter regulations to protect the environment and increasing challenges to secure energy supplies, energy efficiency is becoming a key topic, not only in industrial processes, but also in the transportation and construction sectors.

UBS CIO Long-term Investment Theme two-pager on Energy Efficiency:

?? Opportunities

Some of our strategies invest in companies developing technical solutions to minimize energy consumption.

????? Start a conversation

Did you know the European Parliament had voted in 2018 to get rid of twice-a-year clock changes, with changes to be implemented in 2021?

About Investment Conversation Starters

Hand-picked for relationship managers and investment advisors,?Weekly Investment Conversation Starters?is a series of ideas to start a conversation with clients, spark their curiosity and gauge their appetite for thematic investment.

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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