Fantastic four

The mining supercycle is looking a bit soggy, emerging markets are emitting distress signals and confusion surrounds central banks’ monetary policy plans. In fast-moving financial markets, cherished concepts can quickly fall from favour and the secret to a successful portfolio is spotting the next big themes before anyone else does. The Shares team outlines four concepts which it believes will fire both investors’ imaginations and returns in the year ahead.

|Cover Story
Issue: 10 Oct 2013 - Page 22