Expert Insights

More than 10-years on from the GFC, investors are getting nervous again. Spikes in volatility are becoming regular, and the phrase “late-cycle investing” is becoming commonplace. But what exactly does “late-cycle” look like? Andrew McAuley, Chief Investment Officer at Credit Suisse, says there are a few indicators to look out... Show More

Macro
Andrew McAuley

Each year Credit Suisse produces the Global Investment Returns Yearbook in collaboration with the London Business School. It is an analysis of the long-run performance of stocks, bonds, bills, inflation and currencies. This year’s book emphasises the importance of a multi-asset class portfolio to smooth returns and achieve investment goals.... Show More

Andrew McAuley

The yearly gathering of the worlds political and business leaders has just wrapped up in Davos. The theme for the conference was “creating a shared future in a fractured world.” Discussion on global trade took a decidedly downbeat turn. Much was made of the rise of extreme politics, with protectionist... Show More

Macro
Andrew McAuley

It’s natural at this time of the year for investors to stick their heads up above the parapet, reflect on the wins and losses of 2018 and start mapping out expectations for the coming year. With markets taking on a distinctively bearish tone since September, it is all too easy... Show More

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