Sat, Jan 31, 2015
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. Opalesque Exclusive: Ex-Citi trader launches 'sleep-at-night’ long/short equity fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: After working at Citi's proprietary trading desk, managing a large portfolio between 2008 and 2011, Joel S. Salomon founded SalaurMor Management in New Yor

  2. Investing - U.S. investors favor currency hedged Europe ETFs as euro tumbles, Quants win back investors as Swiss franc fuels volatility gains, David Einhorn's $7bn hedge fund is loading up on this stock, Hedge fund BlueMountain Capital unveils Ocwen Financial short, claims default on notes[more]

    U.S. investors favor currency hedged Europe ETFs as euro tumbles From Reuters.com: U.S. investors stung by the falling euro who want to stay invested in Europe are turning to exchange-traded funds designed to strip out the impact of the region's currency. The biggest among so-called "cur

  3. News Briefs - Millennials use tech tools to jump into investing, Winklevoss twins to launch bitcoin exchange with FDIC insured deposits, Robertson’s legacy from hedge funds to New Zealand, Real estate managers exploring smaller open-end funds[more]

    Millennials use tech tools to jump into investing It is the Facebookification of monetary investing. From social networking platforms that enable young investors to stick to every other's stock-picking mojo, to internet sites for initially-timers hungry for a piece of the Silicon Valley

  4. Update: Prosecutors seek 12 years for hedge fund manager Francisco Illarramendi[more]

    Komfie Manalo, Opalesque Asia: Federal prosecutors have asked the court to sentence convicted hedge fund manager Francisco Illarramendi to 12 years imprisonment for running an elaborate Ponzi scheme that bilked investors hundreds of millions in dollars, including a Venezuelan pension fund, report

  5. Institutions - Ontario pension fund leader calls all asset classes ‘expensive’, Taiwan's BLF plans $2bn in alternative mandates[more]

    Ontario pension fund leader calls all asset classes ‘expensive’ From WSJ.com: The head of one of the world’s largest pension funds said that across asset classes, “everything is expensive.” Ron Mock, who leads Canada’s $141 billion Ontario Teachers’ Pension Plan, said that the plan would