Expert says invest in zinc, gold - and cider

A professional investor tells MoneyWeek where he'd put his money now. This week: Makis Kaketis, manager of F&C UK Dynamic Fund.

A professional investor tells MoneyWeek where he'd put his money now. This week: Makis Kaketis, manager of F&C UK Dynamic Fund.

Since May, equity markets have reappraised how they price risk. Unlike the market correction in 1997, when the value of bonds and equities slumped simultaneously, the 2006 correction has so far been confined to equities and can be attributed to inflationary fears and concerns over global growth. In periods of uncertainty, it is natural for investors to turn to defensive stocks. However, there are other, less obvious opportunities.

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MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.