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Oliver’s Insights – 2016-17 saw strong returns for diversified investors – here are five reasons why returns are likely to be solid in 2017-18

 The key points are as follows:

  • Despite a lengthy list of worries including Brexit, Trump and messy Australian growth, the past financial year saw strong returns for diversified investors as shares recovered from a rough time in 2015-16 and real assets like unlisted commercial property and infrastructure continued to see strong returns.
  • Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio; be cautious of the crowd; and cash continues to be a poor generator of returns.
  • Returns are likely to slow this financial year but remain solid. Global growth is good, this should underpin profit growth, there are minimal signs of broad-based economic excess that point to a peak in the global growth cycle, global monetary policy is likely to remain relatively easy despite a gradual tightening and share valuations are not excessive.

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