Overseas stock opportunities 2013 – Pt 2

With the world’s highest quality businesses not offering much value, Nathan Bell says it’s time to get cyclical.

Flexibility is one of your greatest assets as an investor. Free from the binds that tie fund managers to specific geographies, market sectors, companies of certain sizes and securities with high credit ratings, you can change course any time and invest where you see the best returns, mindful of your appetite for risk.

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