瑞信银行（Credit Suisse）：2018“超级趋势”一周年面面观（英文版）（40页）.pdf

1、Supertrends. One year on. The Future. Now Investing for the long term. Supertrends. One year on. The Future. Now Investing for the long term. 3 Foreword Dear client When we launched our Supertrends, we had three objec- tives in mind. First, we wanted to develop a set of strong thematic equity invest

2、ment ideas. After years of relatively weak interest in equity themes, we were convinced that the time was right to propose a new thematic approach to our investors. After all, demanding valuations were calling for more conviction when investing in stocks. Furthermore, we expected monetary authoritie

3、s gradual exit from quanti- tative easing to lead to a return of equity market volatility and put passive equity invest ments in a more difficult spot. Second, we wanted to link the most significant societal changes with tangible investment opportunities. And third, we wanted to build our Supertrend

4、s in a way that would enable us to outperform the broader market in the long run. One year on, we are very satisfied with the performance of our Supertrends, which form an integral part of the Credit Suisse House View. Furthermore, each individual theme remains highly relevant, as you will read in t

5、he pages ahead. We hope you find this update of value for your investment decisions. Michael Strobaek We are pleased to present to you the updated version of Supertrends, the five long-term investment themes we established a year ago as part of the Credit Suisse House View. Global Chief Investment O

6、fficer Credit Suisse Head of Investment Strategy robotics contributing to better quality products, higher safety and less expensive elder care; and healthtech contributing to meaningfully lower health costs. Population aging has become a topic of focus around the world. In a joint study published in