From financials and Brazilian equities to preference shares, managers tell Investment Week more about their best contrarian stock, sector, and regional picks for 2015.
Noel O'Halloran, CIO, Kleinwort Benson Investors Bearish on dollar When everybody is thinking the same way, it is often the most profitable time to look the other way. Over recent weeks, one such classic situation has arisen with an opportunity to go against the bullish grain and be bearish on the US dollar. While sentiment is strongly pro-dollar right now, valuation is not. The dollar is overvalued and vulnerable to changes in fundamentals and sentiment. Catalysts to undermine the dollar include a more positive inflection point over the coming quarters for the global economy, whic...
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