Credit Suisse

Central banks in advanced economies have been transformed dramatically over the past eight years. The latest Credit Suisse Research Institute report, "The Future of Monetary Policy", looks at the changes they had to undergo since the financial crisis and at the challenges that await them going forward. The key questions remain which direction monetary...

So far, the healthcare sector has held back from digitalization, but it is about to change.  Expenditure on healthcare is rising rapidly in developed and emerging economies. People are paying more money not only because they can afford it, but also because healthcare gains in importance as...

Pivotal elections are coming up in Europe. Their outcomes will have an impact on the economy and financial markets. Europe's political calendar may prove to be explosive. Germany, the Netherlands, and France will soon be holding elections. They have the potential to disrupt the political landscape...

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...