Longer Term Investments: Smart mobility
UBS, Chief Investment Office Americas, Wealth Management
Rolf Ganter, CFA, analyst; Carl Berrisford, analyst; Kevin Dennean, Technology Equity Sector Strategist Americas; Sally Dessloch, Head Equity Sector Strategy Americas
Smart mobility is set for takeoff. Regulatory changes and technological advances will lead to greater electrification of cars, autonomous driving, and new car-sharing mobility concepts. This will reshape the way we experience and consume individual mobility
We estimate that by 2025, the annual addressable market of our theme will be around USD 400 billion, or 10 times today's size.
We see opportunities in electronics and electric components related to electrification and autonomous driving, while car sharing concepts are best approached via private equity at this stage.