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Where are we in the global investment cycle? What does it mean for investors?
10/02/2017

Where are we in the global investment cycle? What does it mean for investors?

article by Shane Oliver, Head of Investment Strategy and Chief Economist at AMP Capital

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The attached note takes a look at where we are in the global investment cycle.

The key points are as follows:  

  • We are still a long way from the peak in the investment cycle. There is little sign of economic excess globally: underlying inflation is low; spare capacity remains; there is no sign of overinvestment; credit growth is modest; monetary conditions are not tight; share market valuations are okay; and investors are not euphoric.

The cyclical bull market in shares has more upside.

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