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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.

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

Nous n'anticipons pas de baisses des taux directeurs des banques centrales avant le deuxième semestre 2024.

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.

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.

La recherche a démontré qu’il était suffisant de détenir 30 actions en portefeuille pour bénéficier d’une diversification efficiente du risque, et ce sans même tenir compte des avantages additionnels liés à une sélection de titres active.