How to start an investment conversation?

Weekly Investment Conversation Starters No. 110

Thanks for reading this newsletter, this week we talk about Bluetooth trackers, Direct Air Carbon capture and fibre-optic imaging probe.

Three ideas to start a thematic investment conversation

1. A Bluetooth tracker is “moving with you” ?????

Google and Apple join force to combat Bluetooth tracker stalking with updated iPhone and Android devices.

2. The world’s largest "vacuum" to suck CO2 out of the air opened ????

The "Mammoth" plant in Iceland removes 36,000 tons of carbon dioxide yearly, that equals to the emissions of 7'800 cars.

3. Snake-like probe revolutionises arteries’ imaging ????

New fibre-optic probe enhances brain artery imaging, improving aneurysm and stroke treatment.

1?? A Bluetooth tracker is “moving with you”

Warm-up the conversation:

Did you know that the Apple "Find My" network that tracks AirTags is estimated to have 1.8 million active users?

(Source: Statista)

Seen in CNBC this week:

• Google and Apple partner to fight location tracker stalking, a downside of Bluetooth trackers.
• iPhone and Android devices with up-to-date software (Apple’s iOS 17.5 and Android 6.0 onwards) will receive a message telling them that a Bluetooth tracker is “found moving with you”.

Why should you know?

1. These features aim at enhancing privacy and security for mobile device users.
2. They should prevent misuse of trackers for tracking people without consent.
3. Alerts will also cover third-party devices that follow Apple and Google’s safety specifications.

How does it work?

• Phones will notify users if a tracker is moving with him/her.
• Users will have the option of making the tracker emit a sound.
• Users will receive instructions on how to disable it.

Share an investment thought:

???? UBS CIO Long-term Investment Theme: Security and Safety

The global security and safety market benefits not only from structural trends such as rising deepfakes and cyberattacks, but also from threats to the global food chain and to air, water, and soil quality.

2?? The world’s largest "vacuum" to suck CO2 out

Warm-up the conversation:

Did you know that the world’s first application of carbon capture technology started in Canada in 2014 and stores about 1 million tones of CO2 per year?

(Source: United Nations Economic Commission for Europe)

Seen in CNN World this week:

• The "Mammoth" Direct Air Capture plant has started operations in Iceland.
• Designed by a Swiss company, it can remove 36,000 tons of carbon yearly. That's like removing 7,800 cars off the roads annually.

Why should you know?

1. The world aims to remove 70 million tons of carbon annually by 2030 to meet climate goals.
2. Innovative climate solutions are needed as global carbon levels hit record highs in 2023.
3. Direct Air Capture technology, although in its infancy, could have a role to play with reducing atmospheric carbon.

How does it work?

• The plant literally sucks in air and strips out the CO2 using chemicals.
• The CO2 can then be injected deep beneath the ground, reused or transformed into solid products.
• The whole operation will be powered by Iceland’s abundant, clean geothermal energy.

Share an 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 decarbonization innovations, such as renewable energy and energy storage, as levels of carbon emissions are rising.

3?? Snake-like probe shakes out arteries’ imaging

Warm-up the conversation:

Did you know that in case of stroke "time lost is brain lost", so watch for those FAST warning signs: F-Face drooping, A-Arm weakness, S-Speech difficulty and T-Time to call for help?

(Source: American Stroke Association)

Seen in IEEE Spectrum this week:

• A new fibre-optic imaging probe offers groundbreaking views inside brain arteries.
• It promises significant improvements in treating aneurysms and brain clots that can cause strokes.

Why should you know?

1. This technology could transform how neurosurgeons evaluate and manage brain aneurysms and clots, offering a new level of precision in treatment.
2. It replaces traditional fibre-optic probes that are quite stiff and torque cables that are too large to fit inside the catheters introduced in the brain’s arteries.
3. Early clinical trials on 32 patients have shown promising results in treating strokes and other conditions.

How does it work?

• The probe, described as a "snake-like" device, is the size of a fine wire and spins 250 times per second.
• It captures high-resolution images from within the arteries.
• It provides detailed actionable insights during procedures, potentially reducing risks during surgeries.

Share an investment thought:

???? UBS CIO Long-term Investment Theme: Medical Devices

Medical devices can assist in the treatment of many conditions and help reduce the risk of worsening of a treated condition.

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 investments.

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• Subscribe to receive this Weekly Newsletter directly in your inbox
• Consult the previous editions of Weekly Investment Convo Starters
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