Supertrends. Investing with purpose New momentum and investment opportunities in technology

New momentum and investment opportunities in technology

While the use of digitally enabled tools at home and work has grown since the start of the pandemic, the technologies driving some of the biggest changes in society and industry are hardly new. Technology is the overarching term for the digital innovations that are reshaping entire sectors and providing solutions in support of the UN Sustainable Development Goals (SDGs). Our Technology Supertrend delves into some of the most interesting areas for long-​term thematic investing, including artificial intelligence (AI), Industry 4.0 and Healthtech – which have all experienced a recent boost.

3 technology trends to watch:
AI, Industry 4.0 and Healthtech

  • Artificial intelligence
AI investments
  • Industry 4.0
  • Healthtech

Opportunities to explore

  • Providers of AI solutions and services for use in healthcare and education
  • Companies focused on industrial automation solutions and the manufacturing of collaborative robots as well as providers of quantum technologies
  • Healthcare companies using digital technology and big data analytics to improve execution in diagnostics, therapeutics, sequencing, mRNA technology, care delivery and medical devices

1 “IDC Forecasts Improved Growth for Global AI Market in 2021” (IDC), February 2021, Credit Suisse
2 “Tech Monitor” (Gartner), Credit Suisse
3 “Healthtech in the fast lane: What is fueling investor excitement” (McKinsey & Company), December 2020, Credit Suisse

Source: Credit Suisse, unless otherwise noted.

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