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Oliver’s Insights – The outlook for shares and growth assets – short term risks but 7 reasons for optimism

Key points are as follow…

  • After decent gains in shares and other growth assets since February we could have a short term rough patch given risks around the Fed, Brexit, elections, etc.
  • However, with most share markets offering reasonable value, global monetary conditions remaining easy and no sign of the much feared recession (in the US, globally or Australia) the trend is likely to remain up.

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