Credit Suisse earnings

By Ruth Alexander It is a seamless world, where outperformance will not be achieved by investing solely in old or new economy stocks, according to Bill Mott, head of UK equities at Credit Suisse Asset Management. Speaking at the recent Investment Week Markets Forum 2001, Mott said he is concerned about the valuations in some of the high growth sectors, although Credit Suisse has bought some media and software companies in its income funds for the short term. Mott predicts that, within the next 10 years in the UK, house-builders and food manufacturers will stand at a premium to the market...