Investment Themes Thematic Equity Investing

Thematic Equity Investing

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Thematic Equity Investing

Now is the time

Cut through the daily chatter, and the big picture resolves itself into identifiable megatrends. Demographic developments are affecting global trade flows. Technological breakthroughs are creating new economic sectors and disrupting traditional industries. Knock-on effects are shifting the demand structure of the global economy. And these changes bring unknown risks, which in turn require new solutions. Today, more than ever, the future belongs to those who are able to focus on the big themes.

Aligning equity investments with the themes and trends of progress is, in our view, a compelling idea and a way of ensuring diversification in your portfolio. In doing so, investors are able to benefit from the possibilities of true, real-world innovation and the power of inexorable change as manifested in the global equity markets.

Invest in the big stories

Themes can be based on technological revolutions, trends in society and even historical shifts on a global scale. We invite you to explore the world of thematic equity investing at Credit Suisse with four prime examples of how we have successfully implemented this idea – and four of our best investment solutions.

  • Robotics

    Robotics

    Robotics is the marriage of precision engineering with the explosion of capacity in artificial intelligence. From driverless cars to heart surgery, we are on the cusp of a revolution.

  • Security and Safety

    Security and Safety

    As the world is ever more tightly woven into an interconnected web, new dangers appear and old risks intensify. The demand for security – physical, virtual and financial – is growing, as is the diverse industry that provides it. 

  • Digital Health

    Digital Health

    Digitalization is revolutionizing the health care sector: with research and development contributing to breakthroughs that would previously have been unimaginable, it has the potential to markedly improve the quality of medical services and curb rising costs. Digital health is one of the fastest-growing segments in health care.

  • Infrastructure

    Infrastructure is the foundation of an economy, providing energy, communications, and transport. Advancing technology, rising living standards, and a growing global population create demand for new investments, making the infrastructure space a compelling long-term secular growth opportunity.

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