It might be time to consider the ‘most hated, under-owned asset class,’ says this strategist
Vincent Deluard, market strategist at StoneX, recommends pairing British equities with a trade that shorts the euro against the Japanese yen.
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# Investment Summary Vincent Deluard of StoneX identifies British equities as an undervalued "most hated" asset class and recommends a paired strategy combining long UK stocks with a short euro/yen currency trade to capitalize on market mispricing. This positioning strategy aims to exploit both the overlooked value in UK equities and currency market imbalances between the euro and Japanese yen.
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