Oliver's Insights - 2018 – a list of lists regarding the macro investment outlook
2018 - a list of lists regarding the macro investment outlook
Article by Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital
The attached note provides a summary of key insights on the global investment outlook for 2018 in simple dot point form. The key points are as follows:
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- 2018 is likely to remain good for diversified investors. The investment cycle still favours growth assets over cash and bonds. But expect more volatile and constrained returns as US inflation starts to turn up.
- Watch US inflation, bond yields, President Trump, the Italian election, China, the Sydney and Melbourne property markets and global business conditions PMIs.