What’s Hot
· Predictably it is the Commodity sector which comes out top…
· But a number of other sectors were excellent too.
· The headlines probably caught the action in Technology…
· But few are paying attention to China and Asia, 3 of the top 5 sectors.
What’s Not
· Nothing terrible here, and three of the worst sectors average performances are positive.
· India cannot yet sustain upward momentum.
· European and US smaller companies are directionless at the moment, with concerns over recession and the direction of interest rates…
· Property and High Yield are at the mercy of the same issues.
What's Hot
| Name | Last Month's Performance % |
|---|
| Commodity/Natural Resources | 8.32 |
| Technology & Technology Innovation | 7.83 |
| China/Greater China | 7.18 |
| Global Emerging Markets | 6.27 |
| Asia Pacific Excluding Japan | 5.20 |
What's Not
| Name | Last Month's Performance % |
|---|
| India/Indian Subcontinent | -0.84 |
| European Smaller Companies | -0.43 |
| Property Other | 0.08 |
| Sterling High Yield | 0.59 |
| North American Smaller Companies | 0.59 |