- We continue to believe that absolute return – like vehicles, will still grind out 4 or 5 per cent this year and we will still hold gold both as an insurance and because central banks are buying up gold.
Bearish, bullish or neutral: DFM predictions
This article is part of
Spring Investment Monitor - March 2013
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Also in this special report
China’s growth outlook remains a concern
The economic cost of politics
Remember the aim of the game: buy low and sell high
Hires and fires shift to EM, property and bonds
The age of ‘gentle optimism’
Bearish, bullish or neutral: DFM predictions
The fund management industry is under pressure
Investors should be sanguine