Good timing

Those of us who watch the progress of markets closely will not have been entirely surprised at last week’s correction, and the bounce since. We’ve long noted the stretched valuations on US equities and, ever mindful that with much of this boom financed by cheap money the good times might be coming to an end as rates rise, we’ve looked at ways in which investors can position themselves to reduce any losses when it does. Equally, we’re aware that momentum remains a powerful force, and that the economic backdrop still supports the case for owning shares, with low chances of a 2008-style crash. 

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