CRH is a company that's consistently delivered value. It's got strong management and they've performed well organically and through selective acquisitions. |
Generally investors remain cautiously optimistic and certainly aren't looking to abandon equities quite yet. |
Retail banks are the best way to play the improving consumer environment, and investment banks have been performing well on the back of a strong market. |
The global economy is slowing. Estimates may still be too complacent regarding the degree of the slowdown. |