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  • My 2p would be that it's currently an uncertain time to be looking at equity only funds. Alternative asset classes mixed in (infrastructure, precious metals, aircraft leasing etc) would be handy with QE tapering and interest rate increases potentially starting in earnest soon.

    Have you considered monorail?

    Uncertain?
    Compared to the last 4 years we are in a period of overwhelming calm.
    The market is about as bullish as it gets.

    Whats your idea of a 'redflag'?

    Why do you feel QE will be tappered in favour of interest rates...?
    Monorail?

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