Investing: Staying on course with Supertrends.
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Staying on course when investing. With Supertrends.

What concerns society ultimately leads to change in the long term. The six Credit Suisse Supertrends use this approach. How societal trends lead to effective investing and which focus is the basis of the Supertrends in 2022.

What are Supertrends?

In 2017, Credit Suisse introduced six Supertrends: Infrastructure, Technology, Silver economy, Anxious societies, Millennials' values, and Climate change. These Supertrends focus on profound, long-lasting societal trends that are linked to multi-year business and investment opportunities. Our highly diversified approach spanning six Supertrends and 23 subthemes also simplifies navigation through unstable markets.

Credit Suisse Supertrends

Six Supertrends and 23 subthemes

Infrastructure

Technology

Anxious societies

Transport

Energy and water

Smart cities

Telecom infrastructure

Digitalization

Virtual reality

Industry 4.0

Healthtech

Affordability

Job security

Personal security

Silver economy

Millennials’ values

Climate change

Therapeutics and devices

Care and facilities

Health and life insurance

Senior consumer choices

Digital natives

Fun, health, and leisure

Green attitude

Efficient electricity production

Green energy transition

Sustainable transport

Agriculture and food

Source: Credit Suisse Supertrends May Refresh 2022

The six Supertrends and their focus in 2022

 

1. Infrastructure

2022 looks set to be the start of a multi-year infrastructure boom as government spending for new infrastructure programs kicks off in the US and Europe. Most of the spending is slated to go to transportation, the energy transition, and communications infrastructure.

2. Technology

New catalysts are giving impetus to the Supertrend «Technology at the service of humans», as a new digital world emerges: the metaverse. The latter creates new business opportunities. The area of data privacy and protection has also posted rapid growth, as consumer awareness of its importance is increasing.

3. Anxious societies

While COVID-19 remains a source of worry for many people, it now ranks below concerns about poverty, social inequality, and unemployment. The recent spike in inflation has ushered in more challenges to affordability, especially for housing and food.

4. Silver economy

The number of senior citizens worldwide will double to more than two billion by 2050. While this will generate demand, it will also be accompanied by challenges requiring innovative solutions in healthcare, insurance, as well as the consumer and real estate markets.

5. Millennials' values

Supply chains and consumer behavior have yet to return to normal after the COVID-19 crisis, creating a volatile consumer environment in the short term. But the long-term trends are solidly anchored. For example, digitalization is an ongoing process, and the young generation is set to integrate the metaverse into their everyday lives. Millennials also care deeply about health and the environment, as a recent survey by the Credit Suisse Research Institute shows.

6. Climate change

The recent increase in energy prices should act as a catalyst to cut the world's dependence on fossil fuels for electricity production and transportation. The global food system, responsible for well over 20 percent of global greenhouse gas emissions (GHG), is also in the process of reducing its carbon footprint and offers attractive long-term opportunities in a broad range of upstream and downstream industries.

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