The best investment is expertise.
A sound investment strategy can only come from knowledge. Our in-house investment specialists draw on our extensive research, market insights and macroeconomic analyses to help you find the right approach for your specific needs.
Seven ways to refresh your portfolio
As markets adjust to the latest moves made by central banks, we look at the best options for every type of investor.
Global equities increased to neutral
Investors should be thinking about the balance of their equities allocation. We highlight some underperformers with potential to bounce back.
Young consumers may drive the speed of environmental change
By 2040, the under-40s will be the biggest earners and responsible for 69% of total consumer spending. Take a look at how sustainability governs their housing, food, fashion and travel choices.
The NextGen Wants to Be Heard: 3 Tips for Effective Intergenerational Communication
Many rising decision-makers in family-owned businesses are distinguished by their passion, drive and diverging views about the way forward. Based on our experience and the input of leading family businesses, we offer three proven tips to encourage more effective communication between generations for the benefit not only of family members now, but also the future business.
Top investment ideas for 2023 – July update
As we move into the second half of the year, growth looks set to slow along with inflation. This could lead to a more challenging market environment.
Passing the Reins: Planning for Continuity in Corporate Succession
Successfully passing the reins of a family enterprise to the next generation of leaders depends on a carefully crafted succession plan that considers the needs and desires of multiple stakeholders.
Now neutral view on equities considering balanced risks
We change our outlook on global equities to neutral from unattractive. Though still slowing, growth is proving more resilient than feared and earnings have surprised positively.
Earnings in focus
We maintain a cautious outlook for developed market equities as we see limited room for a further re-rating (i.e., higher valuations) while earnings are at risk.
Inflation remains the main problem
We continue to forecast the major economies to grow this year, not fall into recession, although we expect growth to slow significantly in H2.
How wealth is changing for women
Worldwide, women are making advances in education, the workplace and the accumulation of wealth. We look at how women can capitalize on these gains to make financial equity a reality.
Rising AI adoption in investors’ focus
Artificial intelligence (AI) is a sub-theme of our Supertrend “Technology at the service of humans”. The structural digitalization of our economies and societies further pushes demand for AI-based technology. In addition, rising inflation and interest rates put pressure on companies’ margins and trigger investments into more efficient automated business processes.
What’s keeping the inflation up?
There’s still a long way to go to get inflation back to comfortable levels. Several January inflation releases in major economies surprised to the upside. We do not think they portend a reacceleration, but they challenge hopes of a smooth return to target.
Credit Suisse Global Investment Returns Yearbook 2023
If you look for the equivalent of the bible of investment returns, look no further than the Credit Suisse Global Investment Returns Yearbook published on 23 February. In its 15th edition, this report, produced in collaboration with Professor Paul Marsh and Dr. Mike Staunton of London Business School and Professor Elroy Dimson of Cambridge University, provides investors with the historical perspective sometimes needed in the face of regime changes as profound as those experienced since last year.
Why private debt is an attractive alternative right now
As fixed income bounces back, the private debt market provides opportunity to generate higher returns without taking on excess risk.
China-US tensions unlikely to balloon — experts explain
The ongoing conflict in Ukraine provides a daily reminder of the relevance of geopolitical risk for investors. We asked a panel of independent experts about the structural factors behind the often uneasy relationship between China and the US and how it may shape our world for years to come. Kerry Brown is Professor of Chinese Studies and Director of the Lau China Institute at King’s College London. Dr Leslie Vinjamuri is Director of the US and the Americas Programme at Chatham House.
Under the radar: 20 climate tech innovations
As we continue to face the pressing issue of climate change, it is clear that technological innovation will play a crucial role in the transition to a low carbon economy.
Get ready for a fixed income renaissance
Last year the bond market suffered the most significant correction for decades. High inflation and rising interest rates rattled financial markets, sending bond yields to historically high levels and driving down prices.
Turn volatility into opportunity
As financial markets reassess a much more uncertain outlook, the daily swings in asset prices have got bigger. This has created the potential to profit from increased volatility.
Supertrends 2022. Here to stay.
From societal trends to investor impact.
Asia Pacific. Know where to look.
While world attention is focused on Ukraine, global markets face new uncertainties. Our latest Credit Suisse Ahead podcast focuses on Asia, which is relatively insulated from the conflict but does have its own issues.
Food, health and climate change. The investment story.
Read about the sectors that are moving at pace and offering investors the chance to help create a healthier, more sustainable world.
The Silver economy comes of age
The Silver economy is ripe for investment. Globally, the number of people aged 60-plus will more than double to at least 2 billion by 2050.
Technology. Update for a better future.
Our Technology Supertrend delves into some of the most interesting areas for longterm thematic investing, including AI, Industry 4.0 and Healthtech.
Sustainability. Caring about the future.
The momentum behind low-carbon and sustainable investing continues to build. Investors can focus in four potential growth areas, each critical to cutting greenhouse gas emissions.
Infrastructure. Crafting a better tomorrow.
Infrastructure spending is an important aspect for many countries as they gear up for post-pandemic economic recovery.
Re-Energize for the future. Tap into the energy transition.
It is a crucial time for investors to explore the role of renewable energy in the global power mix and how the continued rise in energy demand will accelerate this sweeping transformation.
Low carbon, high return. Building a sustainable portfolio.
A greener economy will bring opportunities, as new technology, products and services take off. Investors need to think about how to prepare their portfolios for a low-carbon future.