To solve a problem, you first have to identify it correctly. Know your enemy. Here, in no particular order, are our suggested big problems afflicting the investor?s world of today:
1. Too much debt
2. Insufficient economic growth to service that debt
3. Too many functionally insolvent banks
4. Too many off-balance sheet claims against finite government (taxpayer) resources
5. Central banks have utterly exhausted their armoury of the conventional and are now making it up as they go along
6. Uncontrolled and possibly uncontrollable monetary stimulus, in a general environment of fundamentally unsound money
7. Widespread currency debauchery
8. Vast manipulation of all major asset classes courtesy of Problems 1-7
9. No objectively and unimpeachably safe havens
10. Politicians.

David Fuller's view Tim's solutions mainly lead to gold, Singapore and a nod towards "businesses with a genuine commercial edge and principled".

Today, and for a hypothetical 10-year lockup, I would favour a diversified portfolio of Autonomies, with an overweight in technology and the rest in businesses which have the top brand names favoured by global consumers. Most of these would also be Dividend Aristocrats.