Is it too early to reinstate equity positions?

Martin Turner Fund manager, MAM Funds   It depends. We expect equity market turbulence to continue and we are mindful that equity markets are not fully priced for some downside macro-economic scenarios. However, we continue to see good investment opportunities and we mitigate our risk by 1) income support offered by our investments 2) stock and sector diversity 3) owning businesses with strong balance sheets that can capitalise on market or competitor weakness and 4) bias to small and mid-sized companies that are often overlooked and can grow regardless of the general GDP enviro...