Is it 2008 or 2009?

Is the worst now over or is this 2008 redux? Speaking to investors and fund managers, as we do, we can’t remember a time when there has been such a split of opinion between those who think this is the beginning of something much worse and those who think the worst is nearly over. This IPS View looks at these competing camps. We will be honest: at IPS we think it is too early to come firmly on one side or the other right now. We do, however, finish by listing what we would like to see to become bullish again.