Investment managers are beginning to question the value of holding gold for diversification purposes, as its correlation to equity markets soared to 65% this year.
Sheldon MacDonald, senior investment manager at Architas, favours real estate investment trusts (REITs) for property exposure and has named the four trusts he is backing in his portfolios.
From Japan to the US via Europe and the UK, L&G Investments' multi-managers Tim Gardner and Alan Thein give their views on the global investment landscape.
Gold has climbed above the $1,400 mark for the first time since June, re-entering a bull market as disappointing US data and worries over Syria push investors into safe havens.
Sheldon MacDonald, senior investment manager at Architas, has named the six alternative investment funds in the Architas Multi-Asset Active fund range.
ING IM's strategist Koen Straetmans reviews the commodities market, looking at recent performance and flows in the asset class, and the risks it faces.