Prospects are very good for the US long/short market strategy, according to George Douglas, chief investment officer of SSI Investment Management.
'The key is that there is a great deal of differentiation in the market with respect to valuations and earnings fundamentals. There are both troubled sectors and strong sectors, providing good long and short opportunities,' he says.
He expects the current favourable environment of subdued and uneven economic recovery to continue.
Good long areas include
The week on Risk.net, July 14–20, 2017Receive this by email