Credit Suisse CIO favours equities, real assets

  With confidence returning that governments and central banks are handling global macro issues more effectively now, equity markets look particularly attractive, says Stefan Keitel of Credit Suisse. The group’s chief investment officer also recommends overweighting real assets as a hedge against potential inflation, and selectively reducing allocations to fixed income. This is despite the issues surrounding Cyprus and its potential bailout. “Cyprus is anything but a big contr…