Top stocks for a rising euro

Top stocks for a rising euro - at Moneyweek.co.uk - the best of the week's international financial media.

A professional investor tells MoneyWeek where he'd put his money now. This week: Dr Savvas P. Savouri, managing director of QuantMetrics

Investors who build portfolios stock by stock might think that taking a macro view is unimportant. However, constructing portfolios bottom-up can leave investors with an unintended macro bias. That's why some fund managers employ diagnostic tools that screen stock portfolios for currency, interest rate or other discernable macro tilts'. But rather than being an unintentional byproduct of individual stock selection, a macro tilt could instead form the cornerstone of an entire portfolio. As the basis of what follows, we adopt a non-consensual view on the dollar.

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MoneyWeek is written by a team of experienced and award-winning journalists, plus expert columnists. As well as daily digital news and features, MoneyWeek also publishes a weekly magazine, covering investing and personal finance. From share tips, pensions, gold to practical investment tips - we provide a round-up to help you make money and keep it.