16 January 2014

2014 – a list of lists

Tagged with:

money globe

by Dr Shane Oliver, Head of Investment Strategy and Chief Economist, AMP Capital Investors

 

Introduction

2013 turned out to be a very good year for investors in well-diversified portfolios as the threats of the last few years receded and global growth prospects improved. The US did not have a fiscal crisis, the Eurozone continued to stabilise, Japan recovered, Chinese growth stabilised and Australia saw signs that low interest rates are starting to help the economy. As a result, the global economy was in a sweet spot of stabilising/improving growth, but low & falling inflation and very easy monetary conditions, all of which proved very favourable for equity markets. This note provides an annual list of lists – a summary of key views on the global economic and investment outlook in simple point form.

Click on this link to read more

Verante Pty Ltd is a Corporate Authorised Representative of Viridian Select Pty Ltd, ABN 41 621 447 345, AFSL 515762. This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information consider its appropriateness, having regard to your objectives, financial situation and needs.

Previous

Next