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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> gender gap

Investors should consider "long on women" strategy in 2011

Posted by RJ and Makay on Dec 27, 2010
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The Womens' Earningsmost popular catchphrase for investors in 2011 could very well end up being "long on women."

That term, coined by Bank of America/Merrill Lynch economists Neil Dutta and Ethan Harris in a recent letter to clients, refers to an investment strategy in which you overweight stocks of companies catering mainly to women. Such a strategy is worth considering for several reasons, Dutta and Harris assert.