Credit Suisse

Since the 2008 financial crisis, central banks have implemented various monetary policies, such as quantitative easing and negative interest rates. Though the effectiveness of decisions taken by the banks is difficult to measure it seems that central banks cannot cope with the economic problems of the world on their own, but they need support from governments, business and social partners. This fall, the Credit Suisse Research Institute brought together monetary policy experts, such as...

The world stands at a turning point, says historian Harold James. We live in dangerous times, and the outcome is uncertain. A gloomy discussion, with a spark of hope at the end. Professor James, are we living in a more stable or more unstable world than twenty or thirty years ago? Howard James:...

The new Sector Handbook from Credit Suisse explains the outlook for the most important sectors. By the end of 2016, the Swiss economy had largely overcome the franc shock of early 2015. However, the recovery has yet to fully reach every sector. The export industry was cut in half in 2016. On one...

Top themes promising growth and yield in the new year. Thematic investing goes beyond the traditional investment approach focused on regions or sectors. The aim is to identify themes and trends that will be future market drivers. Three general investment themes are likely to dominate 2017: finding...

Credit Suisse expects the construction boom in Japan to continue beyond the 2020 Olympic Games in Tokyo. However, just like in the Olympics, there will be winners and losers among the companies hoping to win big. Construction-related companies are gearing up for a busy few years as Japan prepares...

The Industry Faces Shopping Tourism and Digitalization. Sales to Stagnate in 2017. 2016 was another challenging year for the Swiss retail industry. Real demand fell; coupled with slightly lower prices, this again led to a decline in nominal sector sales (-1.0 percent vs. 2015) for the second year...

As pension obligations look set to rise, companies will have to increase their pension contributions. Pension obligations have reached an all-time high for a number of companies in many countries, with the main reason for the poor shape of corporate pensions being the significant decline in...

Robert J. Gordon, an American economist and university professor, in a conversation with Credit Suisse contemplates if roboadvisors could eliminate jobs and whether Facebook could become the new Ford. We often think of progress as gradual. Yet in his recent book, "The Rise and Fall of American...

A stable economic environment benefits lending, investment and consumption. Stability, however, is not easily quantified and depends heavily on how it is subjectively perceived. But what about instability and uncertainty? Credit Suisse has analyzed the conditions for uncertainty and its role in the market....

The Credit Suisse Research Institute (CSRI) is Credit Suisse's in-house think tank. It studies long-term global economic trends that shape the world of today and impact the world of tomorrow. Its in-depth analyses helps to position our clients well with their investment ideas. Each year the CSRI organizes two conferences which bring together internal and external world class specialists to discuss the most pressing world economic issues. In November 2016, a number of international monetary...