| There has been much talk of a shift from bonds to commodities under way since the middle of 2012, and indeed Authers produced a review on the topic with Barclays' head of research just this week.
Yields on bonds and even debt have become so low that investors are said to be switching into equities for better returns. Of course, the move would not take place without an improvement in sentiment. Twelve months ago, only the very brave would have invested in European equities, but today sentiment is more confident and the risks perceived to be lower..........................................Full Article: Source
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