Tuesday, September 04, 2012
at the NZZ Capital Market Forum in Zurich
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...
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?
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