Anyone who tells you that they know what will be the best vehicle for any given year is kidding themselves. While I have opinions...Often it takes years to come to fruition. When it comes to investing, you should always be focused on a longer term asset allocation plan that incorporates all asset clases...equities, commodities, reit's, fixed income and cash equvialents etc. It's ok to be somewhat tactical in your allocation. Most investors are not interested in longer duration fixed income holdings with rates as low as they are. So you may use short to intermediate fixed income as one example of being tactical. But trying to time short term price movements is an excercise in futility. Especially at a time when there is so much intervention from the Federal Reserve distorting asset prices.