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View the article online at http://citywire.co.uk/wealth-manager/article/a729599

Brown Shipley’s Botham: why it will be a struggle to beat 10% in 2014

by Elsa Buchanan on Jan 28, 2014 at 14:49

‘Very few bargains but relative valuations now favour large cap stocks that can show strong earnings growth to justify the rerating that has occurred across equity markets in the past year’

Hold: Emerging markets

‘If investors want to get exposure to emerging markets then buying fixed income for the high yield probably has more attractions than equities in the first half of this year’

Sell: Commodities, including gold

‘Base commodities will benefit from a gradual recovery, but this is unlikely to offset the effects of current stockpiles and an increase in supply’

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