MoneyWeek portfolio: The assets to buy into now

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

Raw materials have had their worst first quarter in three years, with the Dow Jones-UBS Commodity Index down 1.1%. "It's a situation where supply caught up with demand," says Mark Luschini of Janney Montgomery Scott LLC. Output and stockpiles across this asset class have risen after years of supply squeezes.

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MoneyWeek

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.