Supertrends. Pushing for change.

From societal trends to investor impact

Our normal way of life has ground to a halt because of the coronavirus disease (COVID-19) pandemic. This also holds true for the economy, as governments have shut down economies to contain the spread of COVID-19 and help their health systems cope with the sudden surge in critically ill patients.

This crisis is challenging existing systems and structures, sowing the seeds for further change ahead as we uncover limitations in how we learn, work, and live. Going forward, citizens, businesses, and governments will need to reconsider the balance between the urban and the rural, between cost-consciousness and investing for the future, and between a remote and centralized workforce. And when we look back, the 2020 coronavirus outbreak will likely be viewed as a turning point in our lives and thinking.

Anxious societies – Inclusive capitalism

We evolve our socio-politically oriented Supertrend “Angry societies – Multipolar world” now toward what we believe will be the next one, anxious societies.

Infrastructure – Closing the gap

We believe that infrastructure spending is on the verge of a boom phase.

Technology at the service of humans

Ongoing innovation as well as the challenges uncovered by the Coronavirus crisis continue to make technology a compelling sector for investors.

Silver economy – Investing for population aging

The aging population is a well understood phenomenon by now and likely to continue to drive business opportunities and investment performance for many years to come.

Millennials’ values

The Millennials and Generation Z cohorts have pushed for and driven forward a more sustainable way of doing business. So much so that we believe a tipping point has been reached with respect to the responses of broader society including governments, consumers and companies to climate change.

Climate change – Decarbonizing the economy

Our new Supertrend focuses on companies that should benefit from the transformation in energy, transportation, and agriculture in coming years.

Footnotes

For more information about the Awards, please visit Awards for Excellence 2020, PWM Professional Wealth Management, Awards for Excellence 2019, Private Banking Survey 2019