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.
A better year ahead?
Raw materials had a poor 2013. The Dow Jones-UBS Commodity index fell by 10%. A sustained comeback looks unlikely anytime soon. On the demand side, the global recovery may quicken this year; the International Monetary Fund expects growth to hit 3.6% in 2014, from around 3% in 2013. But this is tepid compared to the 4% annual average in the ten years before [...]
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