Hot on Gold, Managed Futures
Equities should make up the smallest portion of your portfolio, says Johann Santer, MD at Superfund Financial. He recommends going overweight on managed futures and gold instead.
Red Chips Are the Flavor of the Day
With red chip companies expect to be in favor today, the telecom, energy and infrastructure-related sectors look the most attractive to Steve Tse, research manager at BEA Union Investment Management.
"Long" on Japan
John Alkire, CIO at Morgan Stanley Investment Management sees compelling valuations in the Japanese market and tells investors to go "long" on Japan.
Continue to Focus on Diversification
Investors should continue to focus on diversification, says Johann Santer, MD at Superfund Financial, as he thinks markets could fall further.
Commodity Prices Will Pick Up
We will eventually see a higher floor in commodity prices but with more volatility than experienced in the last 3 years, says Richard Gilmore, president & CEO of GIC Group, after soft commodity prices sank overnight.
Recovery Seen in Some of China's Sectors