After the surprising results of the US election, emerging markets sold off sharply. We believe that this was driven by sentiment rather than fundamentals. The new levels should offer attractive entry points for investors.
The emerging-markets story remains intact. As broad segments of the global population continue to advance towards middle-class lifestyles, private consumption persists as a major theme. This drives GDP growth in China, India, and across the regions, and creates opportunities in sectors as diverse as personal care, transportation, and sports. We expect raw-materials-dependent countries such as Brazil, Russia, and South-Africa to stabilize as well, based on recovering consumption and robust demand.
For further information (such as current fund factsheet, performance or quarterly comments) please click here.
Please note that the disclaimer at the end of the PDF applies.
Be it a new build or an existing property – environmental factors always play a major role in real estate management. The recently completed new building at 2 Central Square in Cardiff, Wales, underpins this impressively.
Since October 1, 2018, Gerald Kremer has been responsible for digital transformation in the Global Real Estate division of Credit Suisse Asset Management as Chief Digital Officer. In an interview with Christoph Schumacher, Head of Credit Suisse Global Real Estate, he discusses the exciting opportunities being created by digitalization in the real estate sector in general and Global Real Estate in particular.
The development of the former Elektrolux site in Aarau, is a prime example of the successful transformation of an industrial district into a modern workplace with a high quality of life. One building in particular offers an impressive demonstration of this: the new headquarters of the national electric grid company Swissgrid.