its certainly not the time to invest hard, but we are yet to see higher interest rates and melt-up in commodities and stocks. There is a shitload of cash about, and wealth, to keep the gravy train going longer! A market-neutral option, like AEG, would be useful. Its a painful time to be alive in some way, as an investor, as the big gains have been made, interest rates are encouraging us to invest anywhere but cash or bonds, houses are expensive, cash cheap, and stocks up 20 pc over past 12 months. LICs are very cheap in some cases, which is where Geoff Wilson suggests a rally will occur, after stocks have rallied too high.
