The structural forces that are driving change are opening up entirely new investment opportunities. Against the dynamic global backdrop, these opportunities are by no means easy to identify and structure. Credit Suisse Asset Management has therefore defined four drivers of change and developed thematic funds covering the relevant areas of investment focus: robotics, protection and security, digital health, and infrastructure. A strict best practice approach is adopted to selecting individual securities, as the case study below illustrates.1
When it comes to solving highly structured problems, robots are often already better than humans. To take the example of agriculture, robots can continuously monitor parcels of land to ensure the optimal use of water, fertilizers, or pesticides.
Digitalization is the driving force building modern technology and reshaping society. Meanwhile, increasingly expensive procedures and demographic changes such as rising life expectancy and a growing global middle class are putting our healthcare systems to the test as never before. By embracing digitalization, healthcare can rise to the challenge.