iShares MSCI United Kingdom ETF (NYSEArca: EWU)
Odds to win WC: 33/1
ETF YTD: Up 11.1%
Comment: As was noted earlier, England face a tough task advancing out of Group D. What has not been tough recently is being long U.K. ETFs. The U.K.’s third-quarter GDP growth was its best in three years, but much of that growth is being driven by domestic consumption as exports to the Eurozone remain slack.
If the pound falls, but British stocks remain sturdy, investors may want to have a look at the currency-hedged db X-Trackers MSCI Europe Hedged Equity Fund (NYSEArca: DBEU) and the WisdomTree United Kingdom Hedged Equity Fund (NasdaqGS: DXPS).