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Equinox - The Current Market View - No more easy money, on to the difficult phase of rising share prices and falling earnings

  12/30/09 15:16, by Len, Categories: Financial Management, Personal Financial Management, Investment Management

Source: Equinox Market View

Matt Brenzel, portfolio manager and investment strategist at Cadiz Asset Management writes in the latest Cadiz Market View that: ‘…. equity investors currently find themselves in one of the more interesting phases of a share market’s cycle. It’s the one that immediately follows the misnamed “easy money” stage. (It’s only easy if you get the timing spot on and that only happens once in a lifetime). The latter is usually missed by a lot of investors who – a short while previously - suffered at the hands (or claws!) of a vicious bear. The macro picture is generally at its bleakest, with the economy showing little signs of growth. The news flow is overwhelmingly bearish and the consensus is for further downside to equity prices’.

Read the full Cadiz Market View here

For a shorter market view which encapsulates the same dilemma, read the Intervest Market View here - written by The Intervest Funds of Funds Team

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