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  1. German Election: Merkel Weakened – Heightened Uncertainty

    German Election: Merkel Weakened – Heightened Uncertainty

    Angela Merkel wins fourth term. Focus now turns to the coalition she needs to forge.

  2. German Election 2017: Not a Market Game Changer

    German Election 2017: Not a Market Game Changer

    Angela Merkel is in the best position to win the German election, however uncertainty prevails regarding the coalition. We retain our positive view on German equities.

  3. Credit Suisse Yearbook 2017: Low Interest Rates Hit Returns on Equities

    Credit Suisse Yearbook 2017: Low Interest Rates Hit Returns on Equities

    The risk premiums on equities are unlikely to be as high in the future as they have been. This is the conclusion reached by the 2017 Yearbook published by Credit Suisse.

  4. The Rise and Fall of Fashion Companies

    The Rise and Fall of Fashion Companies

    It's all about the key factors of supply and demand. For fashion companies, the secret to achieving long-term success lies in effectively managing both their supply chain and distribution channels, while keeping a very close eye on maintaining brand image.

  5. Man Plus Machine

    Man Plus Machine

    The Industrial Life Cycle (ILC) team has developed an innovative investment process that combines a structured approach to data analysis and human expertise for fundamental stock selection. This successful approach has resulted in the ILC strategies outperforming volatile equity markets to deliver consistent and stable returns for their investors. 

  6. Developing an Eye for R&D

    How can investors play the market amid slower global growth? Credit Suisse suggests focusing on companies that spend heavily on research and development.

  7. U.S. Stocks: Why They Are Cheap No More

    It's taken seven years for U.S. equities to work their way back to a place called expensive. But even at a time of high valuations, there are bargains to be had.

  8. Winning the Hunt for Yield.jpg

    Winning the Hunt for Yield

    What's an income investor to do when yield is hard to find? Look to dividend-paying stocks or move out the risk curve when it comes to bonds.

  9. Equities Are Just About the Only Game in Town

    With serious challenges facing fixed income and commodities, investors need to get creative to hedge this exposure to equities in 2015.