Opalesque Industry Update - Credit Suisse’s Asset Management division today announced the
release of the fourth quarter 2011 edition of its “Asset Management Alternatives Quarterly.” This
thought-leadership series, which includes a white paper and video, offers insights from Credit
Suisse Asset Management’s CIO Office and leading alternatives portfolio managers on global
economic trends and capital markets.|
In this edition, Credit Suisse Asset Management’s CIO Office discusses the drivers of recent volatility in world capital markets, including poor macroeconomic data from developed economies and continued uncertainty over the Eurozone sovereign debt crisis.
Emerging markets were also affected by developed markets’ slowing growth in the third quarter, as investors shied away from risk, generating further volatility. According to the white paper, however, emerging market economies remain fundamentally healthy, as evidenced by still robust growth rates and low debt ratios. In addition, receding inflation worries should enable emerging economies – such as China – to shift its focus from fighting inflation to bolstering economic growth.
Other key themes in the Q4 2011 issue include: