Supertrends

As investors wonder how to best handle high valuations of many assets, they automatically turn to thematic investments that can beneft from long-term societal trends. The expectation is that such investments do not depend as much on the daily ups and downs of the fnancial markets, but seek to proft from the predictability and sustainability of multi-year trends.

Demographics, transformational socioeconomic and political developments as well as technological and scientifc progress are at their core. In this context, we are presenting Credit Suisse’s Supertrends: Angry Societies – Multipolar World, Infrastructure – Closing the Gap, Technology at the Service of Humans, Silver Economy – Investing for Population Aging and Millennials’ Values are the long-term themes we expect to dominate in the coming years and provide investment opportunities.