Gavekal Capital: What Can the ZEW Survey of Economic Expectations for Switzerland Tell Us?

Wednesday, March 18, 2015

What Can the ZEW Survey of Economic Expectations for Switzerland Tell Us?

If past relationships between the survey conducted by Credit Suisse and ZEW to determine economic expectations in Switzerland hold, the outlook is not very bright. From retail sales to unemployment to GDP, history would suggest a rough patch ahead.

About Gavekal Capital

Gavekal Capital is a US registered investment advisory firm that manages the Gavekal Knowledge Leaders Strategy. Knowledge Leaders are a group of the world’s leading innovators with deep reservoirs of intangible capital. These companies often possess competitive advantages such as strong brand, proprietary knowledge or a unique distribution mechanism. Knowledge Leaders are largely service-based and advanced manufacturing businesses, often operating globally. Gavekal Capital seeks to identify the world’s leading knowledge companies through a proprietary process that analyzes corporate knowledge investments.
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