Private Banking Supertrends 2022: Here to stay
The six long-term equity investment themes are designed to transcend business cycles. They offer an opportunity to help investors reach their financial, societal and environmental goals.
The COVID-19 pandemic and Russia’s invasion of Ukraine have led to greater volatility in financial markets, putting the Credit Suisse Supertrends to the test. But the long-term equity investment themes are designed to transcend business cycles and look beyond short-term sentiment. Outperforming the MSCI World Index in 2021, the latest Supertrends report says the six multi-year trends are here to stay.
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The Supertrend themes are mapped to the United Nations’ 17 Sustainable Development Goals (SDGs). Credit Suisse tracks the progress of the overall UN SDG framework and closely monitors the alignment of its investment themes and stock selection with the SDGs.
It is encouraging to see our Supertrends contribute positively to broader development goals while delivering returns to investors.
Nannette Hechler-Fayd’herbe, Head of Global Economics & Research, Credit Suisse
Short-term catalysts favored certain Supertrend themes in 2021. Infrastructure and Climate change, for example, benefited from solid tailwinds due to large-scale infrastructure projects, as well as political support for climate change action at key events like the UN Climate Change Conference (COP26).
Long term, our conviction remains that: “The Supertrends offer an opportunity to help investors reach their financial, societal and environmental goals. As more and more investors move in this direction, we believe our Supertrends are here to stay,” said Nannette Hechler-Fayd’herbe.
1 Credit Suisse Research Institute: The young consumer and a path to sustainability, 2022