Credit Suisse Weekly
Diversify your portfolio
- Stock markets are still hostage to corporate warnings. We expect the market to vacillate between the recession and the deflation trade. In terms of investment, a diversified approach is warranted.
- Tuesday, June 26 - 2001 at 09:01
Best International Managers Fund
- We recommend incorporating Best International Managers Fund (BIM) into qualified clients' portfolios with a 10% cap on total exposure to alternative investments.
- Wednesday, June 20 - 2001 at 08:00
Underweight on Europe in a global asset allocation
- Triggered by weak economic data the euro continues to remain under pressure. We reiterate our underweight stance on European equities in a global asset allocation.
- Tuesday, June 05 - 2001 at 07:00
It's not too late to invest in funds
- Although we are quite convinced that we have seen the bottom, we do not anticipate a move into equities until the end of the year when earnings start to recover. We continue to believe that an exposure via funds is the best alternative.
- Tuesday, May 29 - 2001 at 06:00
Alternative Investments
- Apart from our proposed 'Value and Growth' strategy, we would like to re-emphasize the importance of alternative investments in any investor's portfolio.
- Tuesday, May 22 - 2001 at 05:00
Adopt a contrarian style: 'Buy in May and go away'!
- Over the last four weeks markets wanted to focus on the good news and hence sentiment changed significantly. The change in sentiment is likely to be sustainable as lower interest rates support valuation and cash is waiting to be invested.
- Wednesday, May 09 - 2001 at 04:00
Optimism is appropriate under a long term view
- Earnings reports and clouded outlooks in Europe do not excite investors. Markets are likely to go sideways from here, forming the long-awaited bottom. This process might be bumpy though, offering trading opportunities.
- Monday, April 30 - 2001 at 03:00
Balanced risk exposure is crucial
- The FED rate cut could be the trigger for a shift from an earnings to an interest rate driven market. Investments should be done with a focus on an improvement of economic growth and lower interest rates.
- Wednesday, April 25 - 2001 at 02:00
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