BofA Chief Investment Strategists Michael Hartnett and Brian Leung list 15 trades for 2015:
- Long European energy
- Long U.S. banks, short Canada banks
- Long regional banks and mass retailers, short broker dealers and luxury retail
- Long U.S. tech, short U.S. utilities
- Buy solar
- Long cyber security
- Long CMBS floaters
- Short U.S. rates, long China rates
- Long safe income in Europe
- Long DAX volatility, short German bunds
- Long FTSE variance swap, short British pound
- Short Asia FX basket
- Long Asia reform and reflation
- Long commodity curve alpha strategy
- Long inflation basket and buy S&P 500 insurance