In its 2017 Global Equity Strategy report, Credit Suisse at times appears to follow consensus thinking but at times includes recommendations that appear on the edges. It breaches the conversation regarding “fiscal easing funded by the central bank” as it considers the major themes of “Fiscal QE” and targeting “that segment of the workforce who lost out to globalization.” Disruption and China as a competitive threat are themes as the report ponders how investors should play rising bond yields amid potential inflation? It is in this vein the bank is recommending an exposure reduction to the European banking sector and utilities while remaining overweight big cap pharma.
Credit Suisse downplays quantitative monetary...
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