David Fuller's view too am looking to increase exposure to equities. However, I would not pay up for anything at this time. My future purchases will most likely be among high yielding, multinational companies leveraged to Asian-led global growth.

A good starting point would be to look at the oil and gas companies reviewed by Eoin today. I am hoping that the price of crude falls in the short to medium term on slower GDP growth. That would weigh on profits for the sector, creating an additional buying opportunity, and they will pick up again when global growth improves.