Buy European banks and oil

A degree of optimism has returned to the markets following a dismal year, says professional investor Kathleen Brooks. So, where will she be putting her money?

Each week, a professional investor tells MoneyWeek where she'd put her money now. This week: Kathleen Brooks, research director at Forex.com.

The markets seem to be at an inflection point. After a fairly dismal 2011, sentiment has improved as we have moved into 2012. Europe remains the biggest worry, especially Greece, which faces the prospect of an orderly or disorderly default. So investing decisions this year are even more fraught with difficulties than usual. But that doesn't mean it's all bad news for investors.

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