US consensus strong behind 2011 asset allocation picks

About once a year I do the rounds among portfolio managers in Boston and New York to get a different view on markets than may be available by speaking to investors in Asia. The result is usually a mixed bag, and I do my best to synthesise disparate views into a feature for AsianInvestor magazine. I’ve just completed a week of such interviews, braving the Arctic conditions that have engulfed the east coast (and eating some really good hamburgers along the way). This time around, what s…