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Philipp Lisibach

“90 seconds with” Philipp Lisibach

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Still focused on quality 

As economic growth continues to slow, Philipp Lisibach, Chief Global Strategist, Head Global Investment Strategy at Credit Suisse, explains why high-quality bonds are still preferred over equities.

Key takeaways: 14.09.2023

Today's key takeaways are:

  • Economic growth continues to slow as central banks keep monetary conditions tight.
  • The improved earnings outlook reduces headwinds to equity, but unattractive valuations limit return potential.
  • We continue to prefer high-quality bonds over equities as attractive yields and an uncertain environment benefit bonds.
“90 seconds with” Philipp Lisibach

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