The Big Question: What has been your best call of the year?

THE BIG QUESTION

What has been your best stock, sector or asset allocation call this year?

  Tom Becket Chief investment officer, Psigma Investment Management  Japanese equities  Our positioning in Japanese equities has been the defining call of 2013 so far. Having suffered sleepless nights and bouts of extreme self-doubt from an overweight to Japanese equities for most of 2012, the last ten months have come as a soothing tonic.  We do not think it is too late to be looking for opportunities in Japan. From a valuation perspective it is hard to argue that Japanese companies are expensively valued. There remains the potential for a long-term growth surprise, which is un...