Citi pitches a quartet of investment themes

With concerns over a US-led economic slowdown worldwide and the lingering effects of the credit crisis on financial markets, the importance of asset allocation has been reinforced.Citi Private Bank has put forward four investment themes that it believes will help shape its high-net-worth clientsÆ portfolios: agricultural commodities, emerging markets, infrastructure and energy, and distressed assets.Emerging-market industrialisation, accelerating emerging-market inflation, tight inven…