DM – Q4 Portfolio Commentary 2017

Too Far, Too Fast? – Stretched, overdone, long-in-the-tooth. Unprecedented. As gains pile up, such labels are being applied more frequently to stock markets and, with another strong year now in the books, they aren’t likely to be put away anytime soon. Of course, underlying these descriptions is a nagging fear that things are going too well, that today’s growth will eventually be reciprocated in tomorrow’s crash. With the long shadow of the financial crisis still cast across investor memories, bouts of trepidation are understandable.

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