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BOA: Three Major Trades For 2017

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Rupert Hargreaves
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Bank of America has released three big Trades For 2017 and one of them in particular excites us.

Buy cyclical stocks, sell defensives, buy small-caps and have an allocation to Japan, those are Bank of America Merrill Lynch’s research investment committee investment views for 2017.

These investment themes for 2017 are shaped by a mix of the policy changes likely to emerge from the new leadership in Washington and the fundamentals that have been in place all along. The team points out that while many investment...

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Rupert Hargreaves

Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for Hedge Fund Alpha

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