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Oliver’s Insights – Where are we in the global investment cycle? What does it mean for investors?

The key points are as follows:

 

  • We are still a long way from the peak in the investment cycle. There is little sign of economic excess globally: underlying inflation is still low; spare capacity remains; there is no sign of over investment; credit growth is modest; monetary conditions are not tight; share market valuations are okay; and investors are not euphoric.
  • As a result, the cyclical bull market in shares likely has more upside.

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