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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