Supertrends 2023: Capturing the Evolution of Long-Term Investment Themes
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The text introduces the Supertrends of 2023, discussing the evolving long-term equity investment themes which have taken shape since the inception of the Supertrends in 2017. The first set of themes includes the geopolitical reconfigurations captured in the "Anxious societies" Supertrend and the socio-demographic shifts noted in the "Silver economy" Supertrend.
Exploring New Frontiers: Technology and Climate Change
The text also emphasizes the "Infrastructure" Supertrend and the growing role of technology in our society with the "Technology" Supertrend, highlighting the rise of AI and VR/AR. Lastly, it mentions the "Millennials’ values" Supertrend and the "Climate change" Supertrend, underscoring the growing focus on environmental consciousness and renewable energy sources.
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