Why the equities road makes sense

The economic bailouts in Europe and the US are good for shares.

PORTFOLIO POINT: The latest economic stimulatory actions in the US and Europe have set a more positive tone for equities, and our banks are heading back to the offshore bond market.

It’s not often after I publish a Eureka commentary that I become nervous and wonder if I have misled my readers – particularly when I suggest they lift their equity exposure.

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