Tue, Aug 30, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

The Dilemma that Investors Face and Opportunities in Real Estate
Radio Feature 55: Giles Keating in conversation with Sona Blessing
 
Tuesday, September 04, 2012
at the NZZ Capital Market Forum in Zurich

radio Giles Keating is Head of Research for Private Banking and Asset Management at Credit Suisse. He is also Chair of the Global Economics and Strategy Group of Credit Suisse and Vice-Chair of the Investment Committee of Credit Suisse. Prior to joining Credit Suisse's Private Banking business in May 2004, he worked in the Investment Banking Division (formally Credit Suisse First Boston), where he held various posts, including Global Head of Fixed Income Research and Economics, Chief Economist, and Co-Head of the Pensions Advisory and Structuring Group.

In this radio feature he shares his outlook on asset allocation - including to alternatives, given the particularly challenging global macro set up; where and why real estate presents opportunities...

 Download this feature as MP3 (5.96 MB)

 
Listen to the complete feature
The Dilemma that Investors Face and Opportunities in Real Estate

Duration: 06:30 

 

Or listen to selected sub-features
  • Q1 - What are the challenges and constrains investors are faced with in the context of the current global macro environment?

    Duration: 00:55 


  • Q2 - How are you and investors trying to measure the political risk?

    Duration: 00:56 


  • Q3 - How do you think investors should be positioned to cope with and mitigate the on-going geo-political, economic and financial risks?

    Duration: 00:57 


  • Q4 - More recently have you observed a trend /renewed interest for investing in gold?

    Duration: 01:11 


  • Q5 - How should investors be positioned to capture the upside that might emerge from the various scenarios of economies being in disinflation, deflation or inflation?

    Duration: 01:20 


  • Q6 - In terms of asset allocation, how are you positioned in alternative investments?

    Duration: 01:11 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Strategies - The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I, Hedge funds get more pushback on terms as enthusiasm for strategy wanes[more]

    The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of

  2. Institutional investors - Investors set to increase allocation to private debt, With investment income key, Richmond retirement system faces funding challenges[more]

    Investors set to increase allocation to private debt Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider. 41%

  3. Investing - Hedge funds snap up banks, unload Apple, Some of hedge funds' favorite stocks are finally starting to beat the market, Einhorn's Greenlight shifts positions, Treasury yield climbs to two-month high as Fischer joins hawks, 9 stocks smart investors put their money in last quarter[more]

    Hedge funds snap up banks, unload Apple From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon

  4. Chesapeake energy seeks $1 billion loan to refinance debt[more]

    From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group

  5. Institutions - Nordic pension funds magnify focus on unlisted and direct investing, building up teams[more]

    From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new