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Oliver's Insights: Five reasons why I am not so fussed about the global outlook

Shane Oliver, Head of Investment Strategy and Chief Economist.

The attached note looks at five reasons why I am not so fussed about the global outlook. The key points are as follows:

  • There is no denying concerns about global debt, seemingly never ending QE, more debt trading on negative interest rates, inequality & geopolitical threats.
  • However, some of these concerns are exaggerated and there are five reasons why I am not so fussed about the global outlook. In particular, there is good reason to expect a pick-up in global growth over the next 12 months. This should help underpin further gains in share markets over the next 6-12 months.

 

 




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