The assets to buy into now – December 2013

Asset allocation is at least as important as individual share selection. So where should you be putting your money? We give our monthly view on the major asset classes.

Commodities: Bumpy road ahead

Commodities “are seeing very limited investor appetite”, says Barclays. You can see why. They have traditionally been seen as a hedge against inflation, but many investors currently fear deflation far more. The supply-demand picture isn’t auspicious either. Manufacturing surveys point to a slight strengthening of global growth, says Capital Economics, but Europe remains a weak link, and there is little evidence of a sustained worldwide recovery to underpin [...]

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