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Olivers Insights - Where are we in the global investment cycle and what's the risk of a 1987 style crash?
20/10/2017

Where are we in the global investment cycle and what's the risk of a 1987 style crash?

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Article by Shane Oliver, Head of Investment Strategy and Chief Economist.

The following note takes a look at where we are in the global investment cycle and comparisons between today and the period prior to the 1987 share market crash. 

The key points are as follows:  

  • There is still little sign of the sort of excesses that precede major economic downturns and major bear markets suggesting that (although US shares are overdue a decent correction) we are still a fair way from the top in the investment cycle.
  • Key to watch will be rising inflation and aggressive monetary tightening.
  • The current environment around share markets is very different to 1987.
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