One year on.
The Future. Now
Investing for the long term.
We are pleased to present to you the updated version of Supertrends, the five long-term investment themes we established a year ago as part of the Credit Suisse House View.
When we launched our Supertrends, we had three objectives in mind. First, we wanted to develop a set of strong thematic equity investment ideas. After years of relatively weak interest in equity themes, we were convinced that the time was right to propose a new thematic approach to our investors. After all, demanding valuations were calling for more conviction when investing in stocks. Furthermore, we expected monetary authorities’ gradual exit from quantitative easing to lead to a return of equity market volatility and put passive equity investments in a more difficult spot. Second, we wanted to link the most significant societal changes with tangible investment opportunities. And third, we wanted to build our Supertrends in a way that would enable us to outperform the broader market in the long run.
One year on, we are very satisfied with the performance of our Supertrends, which form an integral part of the Credit Suisse House View. Furthermore, each individual theme remains highly relevant, as you will read in the pages ahead. We hope you find this update of value for your investment decisions.
Michael Strobaek, Global Chief Investment Officer, Credit Suisse
Nannette Hechler-Fayd’herbe, Head Investment Strategy & Research, Credit Suisse