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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)

 
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The Dilemma that Investors Face and Opportunities in Real Estate

Duration: 06:30 

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  • Q1 - What are the challenges and constrains investors are faced with in the context of the current global macro environment?

    Duration: 00:55 

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

    Duration: 00:56 

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  • 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 

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

    Duration: 01:11 

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  • 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 

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

    Duration: 01:11 

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