How to start an investment conversation?

Welcome to Weekly Investment Conversation Starters No. 68

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

3?? topics to start an investment conversation

1. Air pollution is costing unnecessary lives -> clean air is becoming key
2. Hospitals are testing AI -> digital technology is improving efficiency
3. Amazon is rolling out AI -> AI-mazing e-commerce experience is on the way

1. Seven million premature deaths every year!

?? Start a conversation

Did you know that in 2019, only 1% of the global population lived in places where World Health Organisation global air quality guidelines were met?

?? In the news

The World Health Organization (WHO) estimate that the consequences of air pollution cause up to 7 million premature deaths every year!

??? Where are the most polluted cities?

1. Lahore, Pakistan
2. Hotan, China
3. Bhiwadi, India
4. Delhi, India
5. Peshawar, Pakistan

?? How is pollution measured?

• Five common air pollutants are tracked: ground-level ozone, particle matter, carbon monoxide, sulfur dioxide and nitrogen dioxide
• Of these, particle matter measuring 2.5 microns or smaller (PM2.5) in diameter are deemed the most harmful.
• The healthy limits for PM2.5 are set at an annual average of 0-5 μg/m3
• The five most polluted cities are all in (or above) the 90?μg/m3 range.

?? Investment thought

UBS CIO Long-term Investment Theme: Clean Air and Carbon Reduction

Population growth and urbanization across the globe are driving the need for clean air innovations as levels of air pollution are rising.

?? Opportunities

Some of our strategies invest in companies developing and powering solutions to accelerate clean-air technologies.

2. Hospitals are testing Artificial Intelligence

?? Start a conversation

Did you know that researchers had used AI on skin lesion photos to diagnose monkeypox with an accuracy of up-to 99.5%?

?? In the news

Health systems are exploring how to leverage AI to communicate with patients. STAT asked various health system leaders what they do with AI.

? What is AI being used for?

1. To automate back-office tasks like billing,
2. To draft after-hours messages about medication or symptoms,
3. To help treat non-emergency queries about issues like antibiotic prescriptions or elevated heart rates,
4. To streamline medical note-taking.

Please note that physicians review messages before they are dispatched to patients and a disclaimer is generally included to alert that the note has been automatically generated but reviewed by humans.

? What is AI NOT used for?

• To respond to patients directly,
• To establish diagnostics (at least not in the short term).

?? Investment thought

UBS CIO Long-term Investment Theme: Healthtech

Healthcare is still one of the least digitized major global industries, but there are growing signs that healthcare providers recognize the potential for digital technology to improve efficiency.

?? Opportunities

Some of our strategies invest in companies developing new technologies and changing healthcare to embrace a more personalized medicine.

3. AI-mazing Amazon!?

?? Start a conversation

Did you know that Amazon Alexa is already 8 years old? It came to the world on Nov. 14, 2014.

?? In the news

Three new use-cases are showing how Amazon, who self-branded "Earth's most customer centric company', is leveraging Artificial Intelligence to transform and improve virtually every customer experience.

?? Using generative AI to summarize product reviews:

1. The engine would harvest the reviews left on products by the buyers and create summaries
2. This would provide shoppers with an overview of what others like and dislike about the product

?? Adding ChatGPT-style search to its online store:

1. This would build on the existing large language model underneath Alexa but be much larger and much more generalized and capable
2. It would provide a conversational search for the online store
3. Amazon's aim is to become the world’s best personal assistant

?? Using computer vision to screen for damaged goods:

1. A computer trained with photos of undamaged items would scan the orders and identify the damaged ones
2. This would help reduce the number of damaged items moving through fulfillment centers
3. It would speed up picking and packing, providing faster deliveries to clients

?? Investment thought

UBS CIO Long-term Investment Theme: E-commerce

Thanks to smartphones, consumer behavior is changing and more goods are purchased online. The global e-commerce market is expected to grow over 10% annually over the next 10 years.

?? Opportunities

Some of our strategies invest in companies that are inventing e-commerce experiences of tomorrow.

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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