Our thematic strategy note on Contrarian Investing published in June’17 provides a detailed account of the subject matter. In this note, we have reviewed the performance of our strategies, presenting our key findings and top contrarian bets.
Yesterday on ETNow I was asked which are the best funds to invest for 2019. I almost said I don't know...but I did name Mirae as a fund house and then generally hid under Index funds and ETF...I am just clarifying that I should have just said "I don't know" - but media does not.
Does not matter, just my views. It is a difficult read, so be patient. If you are a MF investor only (and not interested in picking stocks or market timing, you should happily skip this). In 2016 the Central Banks all over.
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