Mon, Jul 28, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Opportunities in real estate offer a silver lining to otherwise uncertain markets

Thursday, September 06, 2012

Bailey McCann, Opalesque New York:

Investors are facing a unique dilemma according to Giles Keating, head of research for private banking and asset management at Credit Suisse. If current global macroeconomic situations such as the European and US debt crises are resolved, assets will be considered cheap. On the other hand, if these situations worsen or new ones spring up, asset values may decrease further. The overall uncertainty of this situation is making investors cautious and is likely keeping some money on the sidelines.

Keating was recently interviewed by Sona Blessing for Opalesque Radio, where he discussed many of these issues in detail.

"Every generation feels like the current level of political risk is greater than the last," explains Keating. He notes that if investors were to step back and look over points in history they are likely to find times in which the level of political risk was greater than it is now. "Politics is about conflict," he says.

Within this context, the first principles of investing still apply – maintain a diversified portfolio, hedge against current and potential future risk. This is also true for assets such as gold which have been viewed as bastions of safety.

"I think the levels in gold are high enough now that investors should have a small part of their portfolio in gold. But I think we could see a correction in the......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Events – AIMA Australian Hedge Fund Forum, Sept. 16, Sydney[more]

    AIMA Australia invite you to join us at our annual Hedge Fund Forum on Tuesday 16th September 2014 at the Sofitel Sydney Wentworth. The AIMA Australian Hedge Fund Forum is a non-profit hedge fund conference organised by the industry for the industry, featuring quality Australian and internation

  2. Opalesque Roundtable: Success in hedge fund marketing not linked to performance, but investor appetite[more]

    Komfie Manalo, Opalesque Asia: Success in marketing a fund is not linked to the performance, but to investor appetite, to the way you can market the fund, and to how much time you can spend to raise assets, said Antoine Rolland, the CEO of incubator and seeding firm

  3. Hedge fund manager Winton Capital making headway with long-only strategy[more]

    From PIonline.com: North American investors are helping Winton Capital Management Ltd. make progress — albeit slowly — toward its founder's goal of becoming a $100 billion company. The firm's ticket to quadrupling its assets under management is unlikely to be one of its scientifically designed manag

  4. Opalesque Radio: Now is a good time to buy protection cheaply in the options market[more]

    Benedicte Gravrand, Opalesque Geneva: Investors are showing an increased interest in risk parity funds and strategies, Opalesque reported last year. Risk parity strategies have the

  5. Winton’s low-cost equities fund tops $1bn for first time[more]

    From FT.com: Winton, the London-based hedge fund, has increased the assets in its low-cost equities fund to more than $1bn for the first time in a sign that traditional stock managers may come under increasing pressure from computer-driven rivals. Winton, which manages about $25bn in total ass