Credit Suisse's Marcus Hankey has defended his underweight position in commodities, believing that firms are coming under increasing pressure from inflationary forces in both developed and emerging markets.
Hankey's re-branded UK Thematic fund is currently 13pc underweight commodities - including the miners Rio Tinto, BHP Billiton and Xstrata - compared to the FTSE All-Share benchmark. According to Hankey,...
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