How to start an investment conversation?

3 ideas to start a conversation on thematic investment

?? ????'?? "??????????????????????????????" ?????????????? ???? ????????????, a traditional rifle shooting competition dating from the 17th century, where local boys and girls show off their shooting skills.?Let's hope this Weekly Conversation Starters No. 32 aims right and wins first prize with its 779 words and 3 minutes and 53 secs of reading time...

?? ?????? ?????? ?????? ???????? ???????? ????????? Is 75 becoming the new 25, as Central Banks seemingly make this their new basis for rate hikes these days. Monetary tightening pace is not abating, adding fuel to expectations of slowing economic growth and market volatility.

?? ????????'?? ?????????? ?????????????? ??????????: Building glass that tints itself automatically to save energy, big Tech making a breakout in the public loo market, and using "social credit scoring" to root out offenders, and the genes of immortality eventually found...

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

1. Energy efficiency

Put your shades on…

What you need to know:

Smart glass is revolutionizing building's energy efficiency.

How does it work: ?

1?? When the sun shines and the temperature raises, the tint of the glass can be increased to block the sun's rays, and keep the building cool.

2?? The tint level is controlled by applying some electric current to move ions between thin layers of metal oxide and darken or brighten the glass, as if turning blinds up or down.

3?? During winter the tint is decreased to let more sun come in.

4?? The entire system is managed by predictive software that manages the dimming automatically.

Why is it important?

The U.S. Department of Energy estimate that this new technology can help reduce building's energy needs by about 20%.

WIIFM*

Up to now customers primarily included new developments, but the recent Inflation Reduction Act in the US includes a tax credit for the retrofitting (and new installation) of such smart glass. The game is about to change!

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???? the?investment rationale for Energy Efficiency?from UBS CIO

?? UBS colleagues will find more information about solutions on how to be selective in long-term growth at?goto/LTT?(UBS internal only).

2. Consumer Experience

Big Tech enters the public convenience market (aka public loos)

What's happening:

A startup is bringing back "public toilets", with a big help from new technology.

How does it work:

The idea is to provide a network of independent, portable restrooms offering clean facilities to address the general low state of the current offering.

Each unit will be powered by solar energy and use gray water from hand washing, to reduce environmental impact.

It will be equipped with a holding tank and sensors to trigger cleaning and tank refilling.

Access to these facilities will be managed through QR codes.

What's different this time?

Users will take part in an accountability system where they rate the cleanliness of the place, while also getting a user score... The idea is to be able to uphold a clean experience and root out offenders.

WIIFM*

New technology is revolutionizing the way we live and enables new models to help deliver better customer experiences everywhere...

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And start a conversation with

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

?? UBS colleagues will find more information about solutions on how to be selective in long-term growth at?goto/DigitalTransformation?(UBS internal only).

3. Genetic Therapies

A jellyfish might hold the keys to immortality...

What's the news?

A team of scientists has been studying the Turritopsis Dohrnii jellyfish and claimed to have found the genes responsible for its "immortality".

What are those genes?

They found this particular jellyfish has special genes associated with replication, DNA repair and telomere maintenance.

Telomere is the region at the end of chromosomes that allow chromosomes to be replicated properly during cell division, until they become so short that the cells can not replicate anymore and die.

What's so special?

Turritopsis Dohrnii has developed a specific ability to keep its telomeres intact during cell reproduction, opening the door to unlimited reproduction.

WIIFM*

Learning how to replace brain cells indefinitely, for instance, could unlock new treatments for diseases like Parkinson's or Alzheimer's, and help humans live longer.

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And start a conversation with

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

?? UBS colleagues will find more information about solutions to improve the resilience of their portfolios with healthcare at?goto/HealthTransformation?(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.

?? You can also consult the previous editions of Weekly Conversation Starters by following this link to the archives.

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