The commodities sell-off

Veteran investor Anthony Bolton last year warned commodity prices were nearing a peak – and his prediction appears to be bearing fruit. Earlier this month, commodities suffered one of their worst runs since 2008 as investors shunned risk assets amid concerns over the global economy and Greece. But what should investors do? We asked advisers and multi-managers for their thoughts… John Ventre, portfolio manager, Skandia Investment Group “This will not be a slowdown of any magnitude” “We think worries about an economic slowdown are overcooked, particularly over the last couple of we...