Markets Summit 2011 - key takeouts

Tim Farrelly | farrelly's | 15 February 2011

The overall message from the Markets Summit 2011 was that everything is ok for now and out two to three years - but there are problems which will have to be dealt to further down the track. There were a few bubble suspects - but the talk was more along the lines of "bubbles forming" in some places, not that they're formed. And of course, this could mean prices are going to go a whole lot higher before they fall.

The clear agreement was that there is either a bubble in bonds or gold, that one of them has to be a...