Where should you be positioned for Q2?

After a volatile start to 2012, equity markets have staged a prolonged rally in recent weeks.

The FTSE skirted 6,000 to reach an eight-month high, while the Dow Jones hit levels not seen since late 2007. Investment Week asks asset allocators if we are set for a pull-back, and how they are positioning for Q2…    Trevor Greetham Director of asset allocation, Fidelity Worldwide Investment We are overweight US and UK equities, as well as commodities, for the first time since July 2011. Markets are reacting very similarly to when QE1 and 2 were announced. We expect the next leg-up will come as a result of data from the front-end of the US economy. The other plus is China....