News Archive April 21, 2010 2nd year of recovery view more... December 18, 2009 The 2nd phase of recovery view more... November 24, 2009 Global Equities...peak or pause view more... July 31, 2009 Domestic v Global Equities view more... May 01, 2008 Investment Scenarios 2008 view more... March 01, 2008 Equity Sector Strategy view more... Markets at critical point April 27, 2009  A number of markets have moved to critical levels. To move to the next stage of recovery in “risk assets” markets need to feel there is a reasonable chance that growth momentum can be sustained. In terms of markets, even if we get a mild recovery in the consumer, can we sustain PE’s at or above the 100year average? Download File   Home About Us Products News Contact Us Disclaimer Privacy Policy ©Copyright 2005