Phone +61 8 9244 4394
info@blueedge.net.au

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

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.

Oliver's Insights - Where are we in the global investment cycle and what's the risk of a 1987 style Oliver's Insights - Where are we in the global investment cycle and what's the risk of a 1987 style (433 KB)




Go Back

FREE Consultation

Book Your Complimentary One Hour Consultation Now

Captcha Image