Supertrends

What do technology, defense and infrastructure investments have in common? They are all supertrends, which means they have multiple, overlapping fundamentals driving them. These supertrends are expected to strengthen in 2018 thanks to a combination of political, economic and social catalysts. When it comes to investing, a supertrend offers a unique opportunity to capitalize on a positive, long-term tailwind. These long-term investment themes all share one unique thing in common: they are all backed by socioeconomic forces that give investors the confidence to include them in their portfolio for the long haul. As Credit Suisse rightly puts it, supertrends all have “demographics, transformational socioeconomic and political developments as well as technological and scientific progress at their core.” As the Trump administration embarks on its second full-year in office, supertrends tied to technology, defense and infrastructure will continue to offer tremendous opportunity. These same sectors will also be relied upon to solve complex socioeconomic and security-related challenges now and in the future.