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
  17%
 
Overweight US
  42%
 
Underweight EMs
  6%
 
Raise cash levels
  20%
 
No change
  15%
TOTAL VOTES: 144
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