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.
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 [...]
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