ETF

The long-term "irreversible" trends I've discussed in detail in my upcoming book, $10,000 Gold, continue to develop.

Japanese equity managers are betting on the domestic consumption theme following the Bank of Japan's aggressive move earlier this month to avert deflation and stimulate the flagging economy.

Investors question whether gold has lost its shine as China growth picks up and US shows signs of recovery.

COMMODITIES

Gold has suffered the longest run of monthly falls since 1997 after the metal declined for the fifth month in a row in February.

Nicholas Brooks, head of research at ETF Securities, said investors may only be mid-stage in a bull market for commodities.

ETFs

GOSLING'S GROUSE

FinEx Group has made its first foray into the European ETF market, launching a product which tracks a Russian corporate bond index.

CONTRARIAN