Credit Suisse

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....

A semi-annual overview of the most important drivers for global equity and credit markets The Equity & Credit Sector Monitor provides a semi-annual overview of the bottom-up fundamental drivers across all sectors, and furthermore presents our most and least favored stock and bond...

Households can make substantial savings by moving to a different location. The most recent Credit Suisse study highlights the Swiss municipalities in which households have the largest disposable income after the deduction of mandatory taxes and fixed costs.  The criteria used to identify the...

120 UHNWI guests from around the world gathered in London on November 30, 2016 for the 18th Credit Suisse Salon on the topic Can Europe reinvent itself? Consequences for the global economy. The event was hosted by Tidjane Thiam, Chief Executive Officer of Credit Suisse Group AG. The day commenced with the Salon Members' Luncheon hosted by Thomas Gottstein, Chief Executive Officer, Credit Suisse (Switzerland) Ltd on Impact of the US election on the global investment horizon. Panelist...

Political actors will continue to stir up controversy in 2017. The elections scheduled for May in France and autumn in Germany will reveal whether the established parties are capable of channeling voters' disaffection into a smooth course or not. Marine Le Pen has made no secret of her intention to have the French electorate vote on EU membership if she is elected French president – which is not an entirely absurd proposition. An exit by France would spell the end of the EU. This...

Mr. Gottstein, we're meeting the morning after Stan Wawrinka beat Novak Djokovic in the US Open. How long did you watch last night? Truthfully? I put the kids to bed, and I was only planning to watch the first set. But I stayed up for the whole thing, and when I looked up at the clock, it was 2:46 am. A fantastic match. Wawrinka is a perfect example of Swiss values in the world – just like Roger Federer, but in his own unique way. Nevertheless, my alarm went off at six this...

Finally, there's the undeniable appeal of a company overflowing with cash, a tasty target for a campaign to initiate share buybacks or increase dividend payments. Which metric works best in identifying balance sheets that are attractive to activists? The ratio of a company's total cash relative to its market capitalization. The higher that ratio relative to one's peers, the more likely a company is to garner unwanted attention. When ValueAct Capital scored a seat on Microsoft's...

Moreover, since the beginning of the century, emerging economies have significantly influenced the global allocation of wealth. In 2000, emerging economies accounted for a mere 12 percent of global wealth, but have contributed nearly 25 percent towards global growth since. Today, emerging nations are home to 18 percent of the world's ultra-high net worth population. China alone accounts for 9 percent of the top decile of global wealth holders, which is well above France, Germany,...

Over the next five years, demand for electric vehicles (EV) and electric storage systems (ESS) is expected to record a compound annual growth rate of 20 percent and 10 percent, respectively. Technological developments and the maturing of battery technology as a viable source of power have led to new requirements in terms of natural resources. Lithium, cobalt, graphite, nickel, aluminum and copper are  highly likely to benefit from surging battery demand. Battery Boom, Why Now?...

However, it is safe to assume that more women will be involved as VC companies are increasingly being co-founded by women. The data shows that these are attracting more women executives. For example, in these businesses 43 percent of partners are women, compared with the industry norm of seven percent. Ultimately, more women are needed in positions which require making decisions about investments in start-ups. This is the only way for women to obtain a fair share of the overall...