The technology race in Electric Vehicles

If you have shopped online, the chances are you have benefitted, perhaps unknowingly, from "the long tail." The phrase, as it relates to e-commerce, was brought into common usage by Chris Anderson, the editor of Wired magazine in his 2004 article, "The Long Tail" and later in a book of the same name.¹

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

The Climate Change topic has captured the public and media interest for quite some time now. With the popularity rise of this theme, other related topics rode the same wave and became object of interest for the mainstream media.