From "Top Ten investment tips for 2010 from Goldman Sachs"...

"Long Sterling (against the Kiwi dollar of all things): Actually, that
is a great idea – the pound and the kiwi are massively misaligned by
historical measures. GS says New Zealand’s central bank will raise rates
more slowly than markets think. The Bank of England will tighten more,
by 300 basis points by late 2011."

http://tinyurl.com/ygc3y5m