Analysis9 has identified growing concerns over the economy as a key super trend, with economic anxieties now replacing the pandemic as a key area of unease for investors.
The review of global themes driving investment over the long term suggests that, although COVID-19 ‘remains a worry for many people’, it now ranks below concerns about ‘poverty, social inequality and unemployment.’ Other super trends identified within the analysis include infrastructure, which is driven by government spending, technology with new catalysts like the metaverse providing impetus to this trend, the silver economy and climate change.
An investor sentiment survey10 shows that two thirds of investors surveyed said they expect the ongoing conflict to result in higher energy prices, while 64% expect more global instability and 60% are concerned about increased cyber-attacks. In addition, more than half of respondents believe abnormally high inflation will last longer than 12 months. The survey found that investors were not at the time looking to adjust their portfolios, although they are poised to do so ‘should the market decline further.’
9 Credit Suisse, 2022, 10UBS, 2022