We should be worried when share prices trade far higher than their fundamentals, based on historical norms. Equity valuations should be backed up by robust earnings and the less paid for those earning streams the better. With the economic winds looking distinctly less favourable as well, we do not think it is wise to overstay the party in the equity markets. Read the letter that crosses the desk of almost 1,000 investors a month as they plan their portfolios, adding protection and growth in today's uncertain markets. ​
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