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

 

Summary

 

  • 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.

 

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