Kerr Neilson on the year ahead

After a tough 2011 fund management king Kerr Neilson outlines his views on the markets in 2012 and tells where he’ll be looking for value and opportunity.

PORTFOLIO POINT: Where will Kerr Neilson be looking to invest in 2012? What are his views on the dollar, China, the US and Europe? Read on '¦

Legendary Australian fund manager Kerr Neilson is often contrarian and perhaps he is more than ever an independent thinker on markets now that he has reached a level most of his peers can only aspire to.

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