The assets to buy into now – February 2014

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.

Equities

Go bargain-hunting

Stockmarkets have endured their worst start to the year since 2010. The FTSE All-World index slumped by 4% in January. It’s now at a four-month low. The emerging-market sell-off has spread to developed markets as economic data from both China and the US have underwhelmed.

“Getting out of emerging markets is a consensus trade,” as Harald Espedal of Norway’s Skagen Funds puts it. That means it’s [...]

MoneyWeek magazine

Latest issue:

Magazine cover
Plugging into the future

The UK's best-selling financial magazine. Take a FREE trial today.
Claim 3 FREE Issues
Shale gas 'fracking' promises to transform Britain's energy market. Find out what it is, what it means, and how to invest.

More from MoneyWeek

The problem with the Bank of England

Fracking: Nine reasons not to get carried away

Five small-cap stocks worth a flutter

This Dutch company could help us tame floods