... probably not. But it can be instructive.
I've had a sense that the UK's economy is in worse state than the press and the headline figures would suggest for some time now and an exchange with an old school friend this afternoon provided extra weight to this. He describes how the market in the North West of England for his particular IT skills is utterly appalling right now... and is noticeably worse than six months ago.
I'm going to wait for Morrison's interim results on Thursday (I hold lots of their shares) before deciding what to do but I'm beginning to think having a 66% exposue to the UK equities market and 33% to Japan was the wrong way round.