Why Invest Now?

• Stock markets around the world fell significantly in 2008 as a result of the global credit crisis, leaving in its wake very attractive valuations.
  
  
• Stock markets historically lead the economy, rising roughly six months before an economic recovery, long before the newspapers signal that the difficult times have passed.
  
  
• History shows us that being out of the market for the ten best days in the recovery period, from the bottom of the market to the previous peak, will result in investors missing out on over 95% of the recovery.
  
  
• Emerging Market fundamentals are more stable than those of the developed markets in which the current economic crisis was born, and much more stable than in previous economic crises. Following Asia's currency crisis, markets in India and China rose 162% and 136% respectively in the following near term rebound, or in the case of Russia, investors experienced a 616% rebound from October 1998 to April 2000, just 18 months after it's major debt default.
  
  
• A strategy of gradual investments during negative market events is most prudent for controlling risk while taking advantage of compelling valuations. Just as the ideal asset allocation strategy is to take profits, rebalance and reduce portfolio risk as markets accelerate, market downturns are the appropriate times to start increasing allocations to equities where the upside potential is significant.

Timing the market bottom is impossible. Successful investors aim to modify their asset allocation in and around the bottom, so that they can have the maximum benefit from the inevitable rebound. We believe that the steady and stable growth of the emerging market countries will provide the first rebound and optimal upside potential. The current strength of the Emerging Markets have them poised to lead the charge out of the current market crisis!