News & Expertise Credit Suisse Invest

Credit Suisse Invest

September 2016

While the financial markets have been exceptionally calm over the summer, volatility has started to pick up recently. Is this the beginning of a hot autumn? Michael Strobaek, Credit Suisse's Global Chief Investment Officer, gives an assessment of this development from an investor's perspective in a recent video interview.

August 2016

A year ago, global equity markets were in free fall, with the Chinese market losing close to 20% in just three days. Today, markets are extremely calm, with volatility close to historic lows. What has changed this year and what is the outlook from here on? Loris Centola, Credit Suisse's Global Head of Research, gives an assessment of this development from an investor's perspective in a recent video interview.

Mandates Video July 2016

During the last weeks, event risks have moved into the markets' focus and the surprising Brexit vote has led to uncertainty, particularly in Europe. But markets were not only challenging in June, the year also started with a dip. How have mandate solutions performed over the first six months of 2016? Michael Strobaek, Global CIO and José Antonio Blanco, Head of Multi Asset Class Mandates are discussing these questions in the current Mandates Insight Video.

CIO Video July 2016

After the surprising outcome of the British EU referendum, markets have moved back into a more cautious mode. How should investors be positioned in the current environment? Michael Strobaek, Credit Suisse's Global Chief Investment Officer, presents his view on this in a recent video interview.

CIO Video June 2016

Britain has voted to leave the European Union. How will this impact the financial markets and the economy? Michael Strobaek, Credit Suisse's Global Chief Investment Officer, gives an assessment of this development from an investor's perspective in a recent video interview.

CIO Video May 2016

The financial market environment has been challenging recently. While equity markets have struggled, commodity prices have surged. Michael Strobaek, Credit Suisse's Global Chief Investment Officer, gives an assessment of this development from an investor's perspective in a recent video interview.

Mandates Video April 2016

Investors witnessed a turbulent first quarter. After a very bad start, prices have recovered since mid-February and stabilized in March. How have mandate solutions performed in this environment? Michael Strobaek, Global Chief Investment Officer and Aaron Matzinger, Head of Portfolio Engineering are providing the details to this question in the current Mandates Insight Video.

CIO Video April 2016

After a turbulent start to the year, markets stabilized in March. Monetary policy remains a key topic, but investors are turning their attention to the ongoing reporting season and wondering what will come next in the markets. Michael Strobaek, Credit Suisse's Global Chief Investment Officer, presents his view on this in a recent video interview.

CIO Video March 2016

Central banks have been very much in focus again recently. What implications does their monetary policy have on markets and for investors? Michael Strobaek, Credit Suisse's Global Chief Investment Officer and Loris Centola, Global Head of Research, present their views on this in a recent video interview.

CIO Video February 2016

Since the beginning of the year, financial markets have seen substantial turmoil, with equity markets selling off significantly. Concerns about Chinese growth and the health of bank balance sheets seem to be at the center of the market rout. Investors have one question in mind: are we entering a recession? Michael Strobaek, Credit Suisse's Global Chief Investment Officer, presents his views on this in a recent video interview.

CIO Video January 2016

Equity and commodity markets have had the worst start into a new year in decades. What are the reasons, and what does it mean for investors? Michael Strobaek, Credit Suisse's Global Chief Investment Officer, presents his views on this in a recent video interview.

Mandates Video January 2016

Once a year Credit Suisse reviews the strategic asset allocations of its portfolio solutions. What is the reasoning behind and what are the key changes? Michael Strobaek, Global Chief Investment Officer and José Antonio Blanco, Head of Multi Asset Class Mandates are providing the details to these questions in the current Mandates Insight Video.

CIO Video November 2015

Global economic developments continue to diverge. While US labor market data was very strong recently, Japan, for instance, is back in recession. What is the impact of these developments? Nannette Hechler-Fayd'herbe, Head of Investment Strategy, discussed this question on this in a recent video interview.

CIO Video October 2015

After a strong start to the month, positive sentiment in financial markets has declined again. With volatility still elevated, market participants are reluctant to make directional commitments. Watch the latest video interview with Michael Strobaek to find out how investors should position in this environment.

Mandates Video October 2015

In the last quarter, financial markets vacillated between hope and fear. The result has been a series of sharp corrections with unconvincing recoveries so far. What consequences does this have for investors? Joining us today to discuss this question are Michael Strobaek, Credit Suisse's Global CIO, and José Antonio Blanco, Head of Multi Asset Class Mandates.

CIO Video September 2015

The US central bank has backed away from its first rate rise in over nine years, saying that international economic and financial weakness could dampen activity in the US. In response, other central banks might extend their easing measures as well. What are the consequences for markets and investors? Michael Strobaek, Global Chief Investment Officer of Credit Suisse, presents his views on this in a recent video interview.

CIO Video August 2015

The Greek debt crisis seems to be over for now, but there are still plenty of financial market risks. Right now investors are focusing on China and the impact of a potential Fed rate hike on financial markets. Michael Strobaek, Global Chief Investment Officer of Credit Suisse, presents his views on this in a recent video interview.

CIO Video July 2015

Investors are increasingly focusing their attention on the US Federal Reserve's meeting in September. Will it lead to the first rise in interest rates in more than 10 years? Michael Strobaek, Global Chief Investment Officer of Credit Suisse, presents his views on this in a recent video interview.

Mandates Video July 2015

In the first half of the year we saw repeated bouts of above-average fluctuation in prices on the financial markets. What consequences did this high level of volatility have – and will it have – for investors? Michael Strobaek, Global CIO and José Antonio Blanco, Head of Multi Asset Class Mandates are discussing these questions in the current Mandate Video.

CIO Video June 2015

The IMF has cut its growth forecast for the US, urging the Fed to defer a first rate hike until 2016. Does that mean global growth could be slowing?

CIO Video May 2015

With the exception of Europe, where growth seems to be accelerating, global economic data has continued to surprise on the downside in the past few weeks – particularly in the USA and China. And while China is already aggressively easing its monetary policy, Credit Suisse experts still expect the Fed to hike rates in September.

CIO Video April 2015

Recently, economic data from the US has surprised to the downside and in China the central bank has eased monetary policy surprisingly aggressively following weaker than expected data. And in Europe the Greek situation is still not solved. What implications do these developments have for investors? Joining us to discuss this question is Michael Strobaek, Credit Suisse's Global CIO.

Mandates Video April 2015

Recently, economic data from the US has surprised to the downside and in China the central bank has eased monetary policy surprisingly aggressively following weaker than expected data. And in Europe the Greek situation is still not solved What implications do these developments have for investors and what do they mean for mandate solutions? Joining us to discuss these question are Michael Strobaek, Credit Suisse's Global CIO, and José Antonio Blanco, Head Multi Asset Class Mandates.