Which asset classes should we back in 2011?

Thomas Becket, chief investment officer at PSigma: "Following an extremely healthy two years for all financial markets, finding value is now much more difficult. However, one area where we believe value remains is the unloved and under-owned Japanese market. "Having suffered from the headwind of a persistently strong yen over the past year, we believe that the beleaguered Japanese exporters might finally benefit from a weakening currency, as investors punish the yen for the disastrous state of the Japanese government's finances and the country's perilous demographics. "This would be a...