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Reply to @Old_Skeet: lol, just started a small short hedge in r2k. I'll probably get obliterated, but felt it was worth a try at this point. I'll throw in a guess that real assets (energy, real estate, rail, ports, etc etc.) will outperform, with REITs in particular having a moderate comeback after a weak 2013.
I think healthcare will surprise and continue its run. I dislike a fair amount of B & M retail, aside from some scattered things (Costco.) I continue to like credit card co's (increasing e-commerce, increasing move away from cash, mobile payments, etc.) I like some tech (particularly Google and Qualcomm, as well as "financial tech" - Fidelity National Information Services and Fiserv.)
I think emerging markets will continue to be very specific in terms of some countries faring better than others. I do think there are values in EM, but you just can't be short-term.
I am also keeping an eye on global Reits. I have shares in ARYVX which was doing quite well until fall. I also could see a emerging markets bounce back later this year.
Comments
I'll go with the Russell 2000 as it holds a good number of biotech stocks.
Old_Skeet
I think healthcare will surprise and continue its run. I dislike a fair amount of B & M retail, aside from some scattered things (Costco.) I continue to like credit card co's (increasing e-commerce, increasing move away from cash, mobile payments, etc.) I like some tech (particularly Google and Qualcomm, as well as "financial tech" - Fidelity National Information Services and Fiserv.)
I think emerging markets will continue to be very specific in terms of some countries faring better than others. I do think there are values in EM, but you just can't be short-term.