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Thematic Investing

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  1. Elevo’s microbes modulate and boost the immune system

    Elevo’s microbes modulate and boost the immune system

    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

  2. Modern technologies are revolutionizing the real estate sector

    The real estate sector is changing. Ongoing digitalization not only affects properties themselves but also the way they are managed as well as working methods in the real estate sector. As supply grows, the needs of tenants are likewise changing.

  3. “Robots and humans can make a good team.”

    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.

  4. The future belongs to sustainable investing: momentum building in the face of a familiar challenge

    Our planet is in a bad state, and the economy is a key driver behind this development. That much is old hat. What is new is the momentum with which this is changing, from the Paris Agreement to the breakthrough of sustainable technologies on the market.

  5. Sustainable thinking. Always long-term oriented.

    Sustainable thinking. Always long-term oriented.

    Burkhard Varnhold reflects on long term perspectives, ESG and investor behavior.

  6. Holistic thinking. More important than ever.

    Burkhard Varnholt reflects on the framework conditions for ESG investments and the aims of the UN’s Agenda 2030.

  7. Winners – why sustainable real estate pays off in the long term

    The International Energy Agency (IEA) estimates that buildings are responsible for one-third of all CO2 emissions, 40% of energy consumption and 50% of the consumption of all natural resources. Sustainability considerations are therefore a core element of investment decisions.
     

  8. Millennials’ values

    Millennials’ values

    Recently, consumer analysts and strategists have observed how consumer companies are aggressively targeting their product developments, marketing, and sales initiatives at the new generation, the millennials. Generation Y (20–35 years of age) and Z (below 20 years of age) are increasingly shaping future consumption as well as investment and business trends.

  9. Green is healthy. Also for bonds in the portfolio.

    Green is healthy. Also for bonds in the portfolio.

    Green bonds allow investors to combine their financial interests with direct contributions to environmental and climate protection. The green bond market is a rapidly growing segment with high potential. Clarity is ensured through consensus on definitions and a longstanding track record. Ideal access is offered to investors through a combination of professional investment processes, traditional selection criteria, and sustainability aspects.

  10. Sustainable investing. MSCI Enabled.

    Sustainable investing. MSCI Enabled.

    Already prior to the introduction of ESG as a compelling investment approach, another relevant development took place in the financial sector: indexing. Advances in technology and finance have today made it possible to create an index quickly and efficiently using virtually any criteria whatsoever, an index that can be exactly replicated in a corresponding passive fund.