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  1. Strong employment growth temporarily buoys Swiss office market

    Credit Suisse publishes "Swiss office property market 2023" study

  2. Can Industrial Automation Software Weather Tough Times?

    Can Industrial Automation Software Weather Tough Times?

    Cambashi highlighted the interesting key trends in the market: 1) Energy and labour cost inflation, grid upgrades, and supply chain digitalization could continue driving ongoing software demand. 2) Software penetration of construction workers & managers continues to present Building Information Modeling (BIM) opportunities. 3) The Manufacturing Operations Management (MOM) market and Industrial IoT/connected applications space continues to face positive outlook.

  3. Credit Suisse Worry Barometer 2022: Big shake-up among the top ten, with environment and pensions now the two main concerns

    Credit Suisse publishes the results of the latest polling of Swiss voters on worries, confidence, and identity

  4. Living the Lux Life – Entering a New Dawn

    Living the Lux Life – Entering a New Dawn

    While luxury may be more resilient than other consumer categories, growth is being intensely scrutinized. Entering an uncertain macro period could likely mean a potential near-term risk to consumer habits and spending. Therefore, we believe companies that have a diverse portfolio, strong brand equity, and a higher exposure to soft luxury, as it is typically more defensive in a downturn vs. hard luxury, will be better positioned in the near term.

  5. Fiber, Meet DOCSIS4.0 – Cable operators transition to the next technology generation

    Fiber, Meet DOCSIS4.0 – Cable operators transition to the next technology generation

    Cable investors have not only faced operators' broadband subscriber growth evaporating over the past 5 quarters, but also debates over the cost and effectiveness of upgrading Cable operators' hybrid fiber-coax ("HFC") plants to the next generation of network technology, DOCSIS4.0. Douglas Mitchelson and Grant Joslin examine the current state of the DOCSIS ecosystem through interviewing cable industry suppliers and executives, attending industry shows, and touring a large cable operator's Network Operations Center.

  6. Influence of Asia’s demographic changes on the world’s markets

    Influence of Asia’s demographic changes on the world’s markets

    In the ten years ending in 2019, ten economies in Asia, the so-called A-10, made up 50% of incremental global GDP and 60% of incremental goods exports, and supplied USD 5 trillion in capital to the rest of the world. As half of these countries are aging rapidly, how will the global supply of labor and capital be affected?

  7. Is the Inflation Reduction Act a Tipping Point in Climate Action

    Is the Inflation Reduction Act a Tipping Point in Climate Action

    Insights from 25-plus Credit Suisse research teams around the world reveal how the IRA impacts clean energy, utilities, oil & gas, industrials, passenger and commercial transport, metals & mining, buildings, and renewable/battery global supply chain.

  8. Is Single Family Rental Rate Growth Decelerating in the Back Half of 2022?

    Is Single Family Rental Rate Growth Decelerating in the Back Half of 2022?

    The September run-up in interest rates currently has the conventional 30-year mortgage rate trending near 6.5%.

  9. A Glimpse into the US Franchise World

    A Glimpse into the US Franchise World

    To assess the state of US franchise systems, we leverage franchise disclosure documents and  other industry data sources to look at quantitative and qualitative factors including unit economics, franchisee to franchisee valuation metrics, interest in growth from franchisees, development incentives, category dynamics, investment costs and US franchise closures. Our focus is on US franchise brands, noting company-owned brands have more control over unit growth outlooks.

  10. Treeprint: A sustainable investment framework

    ESG and sustainability dominates the investor agenda.