In this quarterly we firstly take time to reflect on the arguments for the bull and the bear, noting that it is invariably hard to ever predict the next cycle turning point, we remind ourselves that is about ‘the time in the market, not timing the market’ and to always have enough cash to take advantage of opportunities if they present themselves. As we know, history doesn’t always repeat, but it does often rhyme.
Thank you, you are now subscribed to the newsletter
Processing
Sorry, there was an error when submitting the form, please try again.