I am going to identify an investing sector primed for big gains over the next couple of years and a high-risk sector destined for a big reversal. But there is a catch. When contrasted with the current economic climate, what I’m about to say won’t make much sense. It’s counter-intuitive.

I’m going to tell you to avoid things that are doing well, that are very much in favour among investors. And I’m going to recommend a certain category of stocks that is widely scorned, that has been all but discarded by the vast majority of investors.