Israel Thematic Investing
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 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.
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.