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Oliver’s Insights – 2018 – a list of lists regarding the macro investment outlook

The key points are as follows:

  • 2018 is likely to remain good for diversified investors. The investment cycle still favours growth assets over cash and bonds. But expect more volatile and constrained returns as US inflation starts to turn up and bond yields rise further.
  • Watch US inflation, bond yields, President Trump, the Italian election, China, the Sydney and Melbourne property markets and global business conditions PMIs.

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