Moneyweek: We're heading for a rally – here's what to buy now

"We all know what is causing the huge falls across virtually every asset class. It’s the global margin call, deleveraging on an unprecedented scale, forced selling of everything – call it what you will. Assets – the more liquid the better – are being sold off wholesale, regardless of their fundamentals, to raise cash to repay debt.
But at some point this deleveraging has to end. What we all want to know is – when? And what will be the best performing asset class when it does?"