Credit Suisse Still `Cautiously Risk-On' in Equities

The video discusses the potential impact of a COVID-19 vaccine on inflation and market risks, emphasizing the importance of inflation expectations. It explores investment strategies, suggesting a shift from bonds to equities due to anticipated market conditions. The healthcare sector is highlighted as a key area for future investment, driven by the lessons learned from the COVID-19 pandemic.

What is the primary economic risk discussed in relation to a successful vaccine and herd immunity?

• Decreasing yields

• Deflation

• Surprise inflation expectations

• Stagnant growth

What past scenario is compared to the current market concerns about inflation expectations?

• The 2008 financial crisis

• The 2017-2018 market rally

• The dot-com bubble

• The 1997 Asian financial crisis

What investment strategy is suggested to prepare for potential market risks?

• Hold cash reserves

• Increase bond holdings

• Focus on short duration and equities

• Invest in real estate

What is expected to be a mega trend in the healthcare sector?

• Traditional medicine

• Immunology and vaccines

• Alternative therapies

• Homeopathy

Why is the healthcare sector considered to be at the beginning of new developments?

• Because of its preparation for pandemics

• Owing to increased government funding

• As a result of reduced competition

• Due to recent technological advancements