9 January 2015

Review of 2014, outlook for 2015

investment outlook

  • 2014 has been a reasonable but somewhat messy year for investors as the global economy remained in a cyclical “sweet spot” despite various threats, but Australian shares underperformed.
  • 2015 is likely to see okay but uneven global growth, low inflation and easy monetary conditions. While the US is likely to start gradually raising rates, other countries including Australia are likely to ease monetary policy.
  • Against this backdrop the bull market in shares and most growth assets is likely to continue. However, with shares dependent on rising earnings, volatility is likely to be a bit higher and returns okay but constrained.
  • The main things to keep an eye on are: when/if the Fed starts to raise rates, Europe, the Chinese property slump, and growth outside of mining in Australia.

Please click here to read full article:Review of 2014, Outlook for 2015 – 31.12.14

 

 

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.

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