Credit Suisse

Institutional hedge fund investors surveyed by Credit Suisse predict a 3.5 percent increase in hedge fund assets under management this year. That would push industry assets back over $3 trillion, a rebound from January, when assets declined to $2.96 trillion. January marked the first time industry assets dipped below $3 trillion since May, 2014.   “Institutional investors remain committed to their hedge fund allocations and are optimistic for further growth in the industry during...

You’d need to read 100 books to get the same level of variety and emotion.” Dr. Uli Sigg - business journalist, entrepreneur and former Swiss ambassador to China - spent years amassing some 2,000 works by more than 350 Chinese artists. Watch the video for a glimpse into one of the foremost collections of Chinese contemporary art in the world, documenting the transformation of a society from emerging economy to global powerhouse.

Credit Suisse is the Leading Sponsor of the 10th Mobile M+ exhibition series, M+ Sigg Collection: Four Decades of Chinese Contemporary Art, a brand new exhibition that is on display in Hong Kong until 5 April 2016. The collection, which goes on show in Asia for the first time, is one of the most comprehensive and highly regarded collections of contemporary Chinese art.

It’s been a tough couple of years for value investors. Over the long term, value stocks have outperformed momentum and quality in most regions, sectors, and size segments. Since 2014, however, the opposite has been true. Between the first quarter of 2014 and the first quarter of 2016, momentum investing has proved dominant. Cumulative excess returns for momentum stocks reached 12.9 percent during that time, while so-called “quality” stocks delivered 4.7 percent and value stocks just 0.8...

Over the last 18 months, the price of a barrel of Brent crude has dropped from $115 to $35. And the effects of that steep decline have rippled far and wide: spreads between high-yield bonds and Treasuries have opened up; U.S. inflation expectations have plummeted, and cyclical stocks have handily underperformed defensive ones.   Early on in the decline, the consensus opinion was that lower oil prices would serve as a catalyst for global economic growth. Consumers would save at the...

The National Bureau for Economic Research defines a recession as “a significant decline in economic activity spread across the economy, lasting more than a few months, normally visible in real GDP, real income, employment, industrial production, and wholesale-retail sales.” And the question of the hour: Has the United States entered a recession? If not, is it about to? To both questions, Credit Suisse answers no. The bank’s Global Market economists expect the U.S. economy to grow by 2 percent...

Economists and executives at Credit Suisse’s 2016 Latin America Investment Conference agreed that Brazil should make getting its fiscal house in order a top priority as a first step toward re-igniting growth. But that will require a delicate balancing act. Watch the video to hear Mansueto Almeida, a researcher at the Brazilian Institute of Applied Economics (IPEA), explain Brazil’s budget challenges.  

The effects of China’s economic slowdown are truly global: At the same time that investors are pulling billions of dollars out of neighboring Asian countries, Latin American countries are seeing raw materials exports to the Middle Kingdom fall sharply, and China concerns have brought volatility back to stock markets around the world and doused investor risk appetite. Could Europe be the next to be affected by sinking Chinese demand?   Unlike Latin America, a China-related sharp...

As a country, Brazil has many things going for it: a large economy, a young population, and plentiful natural resources. But if it is to enjoy the economic growth those assets can provide, it needs to make structural reforms that can help close budget deficits, slow the growth in public debt, and remove obstacles to economic growth. Former presidents and central bankers, economists and industrialists, all agreed at the Credit Suisse 2016 Latin America Investment Conference (LAIC) that for...

In the old days, before the world was awash in capital with nowhere to go, an announcement of monetary easing was generally considered a good thing, a sign that central bankers were on the job. Historically, in all but the most extreme circumstances, lower interest rates have tended to spur economic activity, with the contemporaneous effect of supporting risky assets. But we are clearly living in an extreme circumstance, and after eight years of such announcements from central banks, it’s...