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Credit Suisse Launches Asset Management Thought Leadership Program

Discusses various inflation indicators as well as the effect of inflation on both asset prices and future liabilities

The asset management division of Credit Suisse has released a new white paper, “Preparing for Inflation – Is it Too Early to Position Your Portfolio?” as part of a new Asset Management Thought Leadership Program. Credit Suisse has said that the paper highlights investment strategies over the next 12 – 36 months to prepare investors’ for the potential threat of future inflation.

Key strategies included in the report are: Commodities: the demand for raw materials and commodities in growing economies will most likely have an upward bias on prices. Gold is a contrary play that does well in realized inflation regimes as well as in depreciating dollar environments; US Treasury Inflation Protected Securities (TIPS): TIPS can create attractive yields but may increase unhedged downside risk if deflation overcomes inflation; and Infrastructure: certain infrastructure projects offer “regular” cash flow streams that feature inflation-linked exposure.

Key strategies included in the report are: Commodities: the demand for raw materials and commodities in growing economies will most likely have an upward bias on prices. Gold is a contrary play that does well in realized inflation regimes as well as in depreciating dollar environments; US Treasury Inflation Protected Securities (TIPS): TIPS can create attractive yields but may increase unhedged downside risk if deflation overcomes inflation; and Infrastructure: certain infrastructure projects offer “regular” cash flow streams that feature inflation-linked exposure.