Other
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Purchasing good quality assets at low prices and selling them when there are better prospects elsewhere, even if that means cash. Asset allocation/top down, mainly between equities & cash although happy to take advantage of any asset which I perceive has the potential reward to match the potential risk. I utilise value strategy when investing in equities.
Influences
Barclays Capital Equity Gilt Study
Shiller's Cyclically Adjusted Price to Earnings ratio (CAPE)
Lindsell Train's Investment Insights
Merryn Somerset Webb's articles
Personal Assets Investment Trust's Quarterly Analysis of the investment environment
Long term market valuation charts