BP crisis highlights issues with commodity-stock investing, says Threadneedle

Actively managing the underlying assets can sometimes be a better approach, says portfolio manager David Donora, who foresees a $1 trillion commodities market within 10 years.


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How will you alter your portfolio after the US election result?





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Underweight US
  16%
 
Overweight US
  43%
 
Underweight EMs
  7%
 
Raise cash levels
  19%
 
No change
  14%
TOTAL VOTES: 134
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