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The aftermath of the 2008 financial crisis seems to pose unprecedented new dilemmas: how inflationary is quantitative easing, how should investors balance short-term deflationary with potential long-term inflationary risks, how should currency exposure be steered? While current events may appear different from the past, there are nevertheless always lessons to be learned from what went before, especially when we look back across the diverse experience of multiple decades and many countries. With their analysis of data over 112 years of history and across 19 countries, Elroy Dimson, Paul Marsh and Mike Staunton from the London Business School provide important findings in this year’s Credit Suisse Global Investment Returns Yearbook 2012 in respect of the above questions.
In the third article, Paul McGinnie and Jonathan Wilmot from Credit Suisse Investment Banking show with more than a decade of history how the contrarian indicator they built – the Credit Suisse Global Risk Appetite Index – helps investors to time risk-on versus risk-off investment strategies.
- Download the Global Investment Returns Yearbook 2012 (PDF): http://bit.ly/1o3SItA
- Order the print version of the Global Investment Returns Yearbook 2012 http://bit.ly/1pbiWHB
Visit the Credit Suisse Research Institute website: http://bit.ly/18Cxa0p