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    Secular Bear Market in stocks - where does the money go?

    of course this makes perfect rational sense. Why? (a) to compensate holders for additional 'perceived risk'. Note that perceived and actual risk may vary significantly. (b) even though prior rate of performance should not indicate future return, many people become 'encoraged' once prior...
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    Secular Bear Market in stocks - where does the money go?

    For those who are debating stock market vs residential property, remember residential property is characterised by 'other factors' essentially the demand from 70% of purchases which are owner occupied. Such decisions are not made on pure economic (or investment if you like it) rationalism...
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    Secular Bear Market in stocks - where does the money go?

    Yes Evand, you have hit many 'risk' nails on the head. there are lots of 'risk' out there in investment land. I dont know the outcome of the risks, but at least i recognise that i dont know, and thus i invest accordingly. In this environment i prefer the micro to the macro.
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    Secular Bear Market in stocks - where does the money go?

    again what has all this to do with mainstream equity funds management. If i am invested in perpetual/commonwealth bank/westpac/maple abbott etc etc straight vanilla equity funds management, this is all not relevant.
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    Secular Bear Market in stocks - where does the money go?

    In regards to residential property vs shares, well there is one key differential that people forget time and time again. People dont HAVE to own shares, its an investment decision. For most people at the right time in their lives they DO HAVE TO OWN PROPERTY as a principle place of...
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    Secular Bear Market in stocks - where does the money go?

    managed funds cover many underlying types of asset classes. If one is talking about mortgage backed securities, i have no idea, i was never interested in them. If one is talking about straight vanilla equity managed funds, there WAS NEVER A PROBLEM IN THE FIRST PLACE. (in its basic sense...
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    Secular Bear Market in stocks - where does the money go?

    You are quite correct, and people might consider why? there are underlying opportunities in this question?
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    Secular Bear Market in stocks - where does the money go?

    is MF global a funds manager or a 'broker'. I have not heard of any mainstream EQUITY based funds having trouble with redemptions. Lets not confuse the underlying issues.
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