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The four words which always worry us are “this time it’s different”.
We have a stock market at or near all-time highs and at the same time the greatest economic slowdown since the Great Depression.
We discuss what is going on and why?
Equity market valuations are creating quite a debate. Are equities cheap or expensive?
Asset allocation is crucial and has been important in minimising the impact of the current crisis. It will be an even more vital factor going forward as centrist and protectionist policies in economies take hold.
Surviving Stage Two is also about having a healthy level of scepticism. Keep focussed on the overall economic condition. Accept we … Read More
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