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  • 11.09.2024

    Value-creators beat the fade

    You might have heard about our Swiss & Global Equity team’s investment approach, which revolves around cash-flow return on investments (known as CFROI® – Source: Credit Suisse HOLT) and the selection of companies with high and stable CFROI® only for some of its portfolios. This is a measure that gives an indication of a company’s ability to create value.

  • 17.04.2024

    Diversification is crucial, especially in 2024

    As 2023’s concentrated market rally is extending into 2024, equity investors are worried about a potential consolidation or pullback.

  • 19.12.2023

    Keeping away from “boom & -bust” trends

    Electrification, weight-loss drugs, AI, digitalisation, cryptocurrencies, ESG darlings, 3D printing and the metaverse are some of the various themes that have been moving global markets recently. However, constantly shifting business environments and rapid technological advances can sometimes lead to a bubble-bursting situation for some themes and their major players.

  • 08.11.2023

    Global equities: time in the market rather than timing the market

    With a rebound in EPS growth expected for 2024, though with disparities between market segments, and with interest rates and inflation still at elevated levels, active management is key.

  • 30.10.2023

    Building an efficient equity portfolio of global leaders today

    Research has shown that 30 stocks is enough for a portfolio to efficiently diversify risks – and this without even taking into account the added benefits of active stock selection.

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