Go long the dollar, says strategist

The coming 12 months are likely to see a continuation of recent macro trends of liquidity and low volatility, but currency may provide investors a way to maintain decent returns, says Marco Piersimoni, Milan-based head of strategy at Credit Agricole Asset Management. In an interview with AsianInvestor, he explains why.AI: Are macro drivers such as liquidity going to change?Peirsimoni: LetÆs look at the components of this booming liquidity. First, extraordinarily loose monetary policy …