It might be time to consider the ‘most hated, under-owned asset class,’ says this strategist
THE SO WHAT
When strategists pitch ‘most hated, under-owned’ trades like British equities plus FX pairings, they’re really flagging how distorted consensus positioning has become. Corporate treasurers and founders with cross-border exposure should revisit currency and equity hedges—there may be cheap insurance where sentiment is worst.
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