Credit Suisse PB unveils top themes for investors

Credit Suisse Private Banking has unveiled its top investment themes for 2011 against a backdrop of growing discrepancies between fiscal and monetary policies around the globe. The firm sees at least one more year to the post-crisis recovery that began in 2009, and as a consequence leans towards risk assets, notes Lars Kalbreier, global head of equities and alternatives research. It is overweight equities, commodities and real estate, and underweight fixed income. Within fixed income,…