In a new white paper – “European Debt Crisis in Focus: Time to Re-Risk Portfolios?” – Robert Parker, Managing Director and Senior Advisor to Credit Suisse, tackles this question, arguing that the time might be right for investors to consider increasing their exposure to risky assets. The paper also provides views on different asset classes and which risk strategies may be well positioned – such as equities, emerging markets, corporate credit and commodities.

According to Mr. Parker, several risks that concerned investors last year – such as a global recession or a hard landing in China – may have diminished. Recent actions taken by the ECB to provide liquidity to banks and Eurozone governments’ plans to bring their deficit levels to more manageable levels have modestly improved market sentiment. While there are a number of risks that will require close monitoring in the short term, Mr. Parker believes investors’ risk appetite may gradually increase, with a sustained rally anticipated for the latter half of 2012.

For a copy of “European Debt Crisis in Focus: Time to Re-Risk Portfolios?”, please contact Katherine Herring at katherine.herring@credit-suisse.com. For more thought leadership from Credit Suisse Asset Management, visit our website at https://www.credit-suisse.com/us/asset_management/en/index.jsp .