Gold

Investec Asset Management's Bradley George has revealed the three commodities he expects to outperform this year as the market starts to look through the eurozone crisis to focus on fundamentals.

NINE WORST ASSET BUBBLES

ELECTIONS

The FTSE 100 was trading 1.8% lower at 3pm as US markets slipped at the open following a poor Italian debt auction and signs of division re-emerging among eurozone leaders.

Investors should ready themselves for a stronger gold price correction, said investment veteran Jim Rogers.

Investors have accumulated the largest-ever gold hoard this week as Europe's deteriorating debt crisis has prompted investors to flock to safe havens.

As the asset class recovers its ‘safe haven' status, Neil Gregson, co-manager of the JPM Natural Resources fund, examines what the future holds for gold.

Investors should have been buying portfolios of gilts, treasuries and bunds, as well as commodities, while avoiding major indices, to maximise returns in 2011.

SEEKING SAFETY IN GOLD

Gold ETFs and similar products witnessed inflows of 77.6 tonnes in the third quarter of 2011, which was 58% above year-earlier levels of 49.1 tonnes.