30th October 2008

Thames River - Examining the case for equities

Frantic markets have led us to contact you three times this month with up-to-the-minute thoughts and details of our investment strategy and how it is adapting to prevailing market conditions.

In this note we take a step back from the short term to look at past bear markets and the ‘Credit Crunch’ that has precipitated this one, setting current equity market declines into historical context, before moving on to re-examine the long-term case for equities.

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