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Anja Hochberg by Beverly Chandler, Opalesque London:

Recently interviewed by Sona Blessing on Opalesque Radio, Source, Anja Hochberg, Head Investment Strategy at Credit Suisses Asset Management division, confirmed that the asset management division is overweight in hedge funds and alternatives. "There is a great deal of uncertainty at the moment in developing financial markets" Hochberg said. "We have to watch very carefully for tactical opportunities and threats and we are well positioned on the strategic side." Hochberg holds a basic assumption that we will witness a temporary slowdown. "The risks for the global economy lie in the high oil price or unorderly reconstruction on Greek debt issues. These things may send the economy down to a recession for the time being" she said. "We are much more cautious and are trying to avoid any sign of nasty developments over next months and years."

Hochberg believes that the crisis is spilling over to the US. "Its not just Eurocentric any more. There is still a deficit over there in the US with similar issues as the Euro zone with vigorous structures that have to be addressed. There is a way to go until we get a final agreement as to how this is all going to be done."

Hochberg favours real assets, including equities which she believes will outperform more nominal assets. "We have had more than a decade of falling prices and we think we are at the bottom of ......................

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