At the start of last week, I wrote, “The market correction at the end of February has taken us back into Fair Value and Cheap territory for most asset classes. This is a time to be fully invested - even though it may feel uncomfortable. This is what long-term investing is all about.”

What an understatement! Today, that statement is even more true. This is a time to be buying not selling.

Friday the 13th and Monday the 16th

After 40-plus years in the industry, you think you have seen it all. And yet, Friday the 13th March was like nothing I have ever seen. The Australian market was do...