Commodities warning on global growth
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Incredible swings in stock prices since the oil price dropped means volatility should now be investors' main concern, says Mark Mobius from Franklin Templeton.
Two natural resources managers have said commodity-related equities have now reached a floor following several months of falls.
The manager of the top fund in the Investment Association Targeted Absolute Return sector in 2014 is short resources companies and long annuity providers as his conviction positions this quarter.
Warren Buffett sold out of two of his energy stocks - including his position in the world's largest energy company ExxonMobil - as the oil price collapse accelerated at the end of last year.
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The falling oil price is having myriad impact on a range of assets, and mortgage-backed securities could be the main beneficiaries this year, explains BlackRock's Michael Fredericks.
Guinness founder and CIO Tim Guinness has said the problems in Greece will not spark a fresh banking crisis even if the beleaguered nation is forced to exit the euro.