If the market does have a correction, the worst-performing sector in that correction will have been the best-performing sector in the last couple of years.

We question whether companies will be able to pass their input increases on. Even if the oil price goes sideways, it will still hurt companies.

With M&A still a key theme for equity markets, this methodology can continue to outperform.

Most people think we're in for a couple more rate hikes in the United States. We'd argue that that would make life more difficult for equity markets but so far they seem to be trickling along quite nicely.

Another day, another bid -- the market is going above 6,000.

The telecoms news was disappointing. We do not have any hopes for that sector in the near term, but when the market starts to slow down later in the year maybe they will be an interesting trade.