Credit Suisse CIO favours equities, real assets

Stefan Keitel, the Swiss bank’s global chief investment officer, explains why he recommends underweighting fixed income and cash in favour of stocks and real assets.


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How will you alter your portfolio after the US election result?





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Underweight US
  19%
 
Overweight US
  34%
 
Underweight EMs
  6%
 
Raise cash levels
  27%
 
No change
  13%
TOTAL VOTES: 62
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November 2016 Magazine
AsianInvestor Magazine