Commodities had a rocky ride in 2011, but some fund managers say the outlook is brighter for 2012
Most portfolio managers are cool to the precious metal, but some suggest gold-related investments
Aging baby boomers and the rise of investors in emerging markets may result in a dramatic shift away from equities investing
Fears of a global corporate profit slowdown have receded in the past month
Asset managers need to be flexible and tactical as they wait and see how the debt crisis plays out
A soft landing in China and signs of a U.S. recovery bode well for equities towards the end of the year
The total return to equities should easily surpass bonds, even factoring in very weak growth
Strong corporate balance sheets bode well for stocks; Gold expected to reach US$2,500
Investors should look to “quality steady income”
