Vincent Deluard, market strategist at StoneX, recommends investing in British equities paired with a short position on the euro against the Japanese yen. This pairing strategy aims to capitalize on the potential of UK equity markets while hedging currency risk. Deluard describes British equities as the « most hated, under-owned asset class, » suggesting a contrarian opportunity. This recommendation comes at a time when institutional investors appear to be avoiding this market.
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