The stocks and sectors powering portfolios in 2015 and beyond

Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.

Ken Casey, head of asset management (Europe & Middle East) for Itau   Latin America has been unloved by investors in recent years. Why should they start to consider the region again for portfolios?  Like most other regions in the world, Latin America faces many macroeconomic challenges. However, it also offers attractive investment opportunities, both from a bottom-up and top-down perspective. Regarding the latter, we see countries like Peru and Mexico entering a sustainable period of economic recovery. To a lesser extent, we also see signs of better economic growth prospects in Chil...