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From societal trends to investor impact
Our normal way of life has ground to a halt because of the coronavirus disease (COVID-19) pandemic. This also holds true for the economy, as governments have shut down economies to contain the spread of COVID-19 and help their health systems cope with the sudden surge in critically ill patients.
This crisis is challenging existing systems and structures, sowing the seeds for further change ahead as we uncover limitations in how we learn, work, and live. Going forward, citizens, businesses, and governments will need to reconsider the balance between the urban and the rural, between cost-consciousness and investing for the future, and between a remote and centralized workforce. And when we look back, the 2020 coronavirus outbreak will likely be viewed as a turning point in our lives and thinking.
As our Supertrends continue to evolve with the changing world around us, we believe that they remain compelling investment themes for today and the future:
Anxious societies – Inclusive capitalism
We evolve our socio-politically oriented Supertrend “Angry societies – Multipolar world” now toward what we believe will be the next one, anxious societies.
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Infrastructure – Closing the gap
We believe that infrastructure spending is on the verge of a boom phase.
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Technology at the service of humans
Ongoing innovation as well as the challenges uncovered by the Coronavirus crisis continue to make technology a compelling sector for investors.
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Silver economy – Investing for population aging
The aging population is a well understood phenomenon by now and likely to continue to drive business opportunities and investment performance for many years to come.
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Millennials’ values
The Millennials and Generation Z cohorts have pushed for and driven forward a more sustainable way of doing business. So much so that we believe a tipping point has been reached with respect to the responses of broader society including governments, consumers and companies to climate change.
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Climate change – Decarbonizing the economy
Our new Supertrend focuses on companies that should benefit from the transformation in energy, transportation, and agriculture in coming years.
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