Oliver’s Insights -2016 – a list of lists regarding the macro investment outlook

Oliver’s Insights -2016 – a list of lists regarding the macro investment outlook

2016 should end much better than it has started off for investors, ultimately providing ok investment returns, but expect a continued volatile ride.

· Watch the Fed, the $US, global business conditions indicators, China and business confidence in Australia.

· The investment cycle still favours growth assets over cash and bonds – despite all the volatility.

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