Thu, Jul 27, 2017
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. Investing - Hedge fund CQS favors structured credit, Direct lending funds' fading all-weather appeal, Funds hunt for cracks in most-prized US shopping malls[more]

    Hedge fund CQS favors structured credit From BArrons.com: A hedge fund manager that can invest across the investment landscape says in his latest semi annual report this week that he's finding opportunities in structured credit -- particularly the shorter term, floating rate kind. Exampl

  2. Launches - Bitcoin hedge fund launches ethereum-subscribed ICO investment vehicle, Jersey players institutionalize first regulated crypto-currency hedge fund[more]

    Bitcoin hedge fund launches ethereum-subscribed ICO investment vehicle From Coindesk.com: The operators of a regulated, Jersey-based bitcoin hedge fund have officially closed a new $5 million fund aimed at investing in cryptocurrency tokens and initial coin offerings (ICOs). Backed by fun

  3. SWFs - China Wealth fund backs TPG lender as part of U.S. property push[more]

    From Bloomberg.com: China Investment Corp., the sovereign wealth fund that controls $814 billion in assets, is betting on U.S. real estate by investing in a commercial real estate lender formed by the money management firm TPG. In conjunction with last week's initial public offering of TPG RE Financ

  4. Months to minutes: Enigma launch aims to boost crypto hedge fund creation[more]

    From Coindesk.com: What if starting a hedge fund was as easy as downloading an API? A startup incubated at MIT Media Lab is today revealing a product designed with this ease-of-use in mind. Called Catalyst, the first product offering by blockchain startup Enigma aims to trigger nothing short of an e

  5. Seward & Kissel launches new compliance service[more]

    Bailey McCann, Opalesque New York: The law firm that formed the first hedge fund - Seward & Kissel - has launched a new compliance service for asset managers. Seward & Kissel Regulatory Compliance, or SKRC, offers full-scale regulatory compliance consulting solutions provided by the firm's attor