• Believes after a long period of under performance now is a good time for investors to look at larg...
• Believes after a long period of under performance now is a good time for investors to look at large caps. • The large cap market is going up and, as the sector area has lagged behind mid and small cap indices, from a risk reward point of view it could be quite a good time to invest. • Global central banks' fiscal policy and interest rates have been very supportive of the market. As a result there is a lot of liquidity available, which ultimately turns up in assets of which the large cap area of the market is a natural home. • When looking at a business model, investors need to cons...
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