Events dominating again

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We have entered another period where event risks are heightened and appear set to dominate market outcomes over the rest of the year.  Equities have a better relative valuation than bonds and represent the only major asset class where investors have the potential to make decent returns on capital over the next years in our view.

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Finding some pockets of value

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The recent combination of weak economic data and a dismal reporting season has focused attention back on the Australian market, and valuations in particular.  Pressures on the economy may not improve, as further weakness in housing construction appears on the horizon.

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