The Future. Now
Investing for the long term.
What do the Hollywood blockbuster film Crazy Rich Asians, the gilets jaunes protests in France, and the global climate school strikes have in common? They all are a testimony to the sweeping societal changes we picked up on two years ago when we launched our five Supertrends. Political shifts lead to change in economic policy focus, while demographic trends precipitate technological innovation, as well as evolving preferences and needs.
Investors can react to these changes or, better yet, try to stay apace with them. Our five Supertrends aim to do the latter. They cover a broad variety of timely topics: security; infrastructure; population aging; the influence of the next generation; the environment; and technology, among others. The Supertrends are focused on structural driving forces and are designed to transcend economic ups and downs. They aim to improve a portfolio’s overall risk/return profile and outperform the broader market in the long run.
Our own conviction in these trends remains strong. We have added a couple of new angles like the seemingly unexciting but nevertheless significant rise of the pet industry as people increasingly adopt animals to alleviate loneliness, and we have sharpened our focus in existing themes like infrastructure and technology.
Michael Strobaek, Global Chief Investment Officer, Credit Suisse
Nannette Hechler-Fayd’herbe, Chief Investment Officer, International Wealth Management, Global Head of Economics & Research Credit Suisse