Cassandra had the misfortune as a prophet to be always correct and never believed. Hans Schliemann's digs showed what this meant for real estate values in Troy, with layers and layers of burnt city in a cycle of restoration and destruction. LaSalle Investment Management take a leaf from her book in predicting that there will be a downturn (not a hard one to make) but hope that they will be believed by recommending taking out the equivalent of futures in wooden horses and buying counter cyclical stock, identifying three areas for the short term and planning for the inevitable.

So, how long do you think before the music stops?