Tue, Dec 23, 2014
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. Investing - Big hedge funds win again on PetSmart, Riverbed, RBS sells real estate loans to hedge fund Cerberus, Talisman energy speculation: Which hedge funds could benefit?[more]

    Big hedge funds win again on PetSmart, Riverbed From CNBC.com: Another week, another set of wins for activist investors. On Sunday, pet supply retailer PetSmart agreed to the largest leveraged buyout of the year at $8.7 billion. Hedge fund firm JANA Partners had been pushing for a sale a

  2. Outlook - Hedge fund manager who remembers 1998 rout says prepare for pain, Bond guru Bill Gross predicts U.S. economic growth to dip to 2%[more]

    Hedge fund manager who remembers 1998 rout says prepare for pain From Bloomberg.com: Stephen Jen landed in Hong Kong in early January 1997 as Morgan Stanley’s newly minted exchange-rate strategist for Asia. He was soon working around the clock when investors began targeting the region’s

  3. Investing - Hedge funds get boost from healthcare in 2014, Paulson & Co takes stake in Salix on heels of inventory issues[more]

    Hedge funds get boost from healthcare in 2014 From Valuewalk.com: The healthcare sector started the year on a turbulent note, as stocks of many major biotechnology companies were battered. However, most of the players in this sector have bounced back. The BarclayHedge Healthcare & Biotec

  4. North America - Why Steve Cohen, Connecticut hedge fund billionaire, gives so much in New York[more]

    From Insidephilantrophy.com: Billionaire Steve Cohen was born in Great Neck, New York before attending Wharton, working on Wall Street and then founding SAC Capital Advisors in Connecticut. Though his company (Point72) and foundation are based in Connecticut, Cohen and Alexandra are deeply connected

  5. Investing - Soros buys a highly speculative biotech in the third quarter[more]

    From Fool.com: …The Soros Fund bought 25,000 shares of the struggling small-cap biopharma Aegerion Pharmaceuticals in the third quarter. For those of you who haven't heard of this name, suffice to say that this was a surprising buy in light of the company's recent problems and poor outlook going for