F&C multi-managers Gary Potter and Rob Burdett give their predictions on what's hot and what's not in the investment space this year, based on their mantra that the only thing that determines how successful an investor you are is the price you pay for an asset.
1. US "I'm extremely bullish on the shale gas revolution but have trimmed my US asset allocation over the last week," said Potter. "I'm relatively optimistic on the dollar - its cheap against the euro." 2. Commodities "People are writing off commodities but I'll lay a pound to a penny that commodities won't have such a bad year this year," said Potter. "Some valuations are coming back to decent levels." 3. Asia "The idea that you put all your money into the Asian part of the growing world is wrong. If you had more in emerging markets last year you did badly, whereas if you had m...
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