Oliver’s Insights – Review of 2016, outlook for 2017 – looking better despite the political noise

Key points are as follows: 2016 started badly for investors with worries about global growth and deflation. But global growth turned out okay &, despite political events, rising bond yields & disappointing Australian growth, the end result has been a constrained but okay year for diversified investors. 2017 is likely to see another year of…

Oliver’s Insights – Megatrends impacting investment markets

The main points are as follows: Key megatrends relevant for investors are: slower growth in household debt; the backlash against economic rationalism & rise of populism; geopolitical tensions; aging and slowing populations; low commodity prices; technological innovation & automation; the Asian ascendancy & China’s growing middle class; rising environmental awareness; and the energy revolution. Most…

Oliver’s Insights – The investment outlook – it’s not all that bad! Here are nine reasons why…and a comment on IMF global growth forecasts

Key points are as follows… The past financial year has been rather messy for investors with another long worry list, a bear market in most share markets and record low bond yields. However, returns for diversified investors were not disastrous and followed several strong years. More importantly there are nine reasons for optimism: okay growth,…

Oliver’s Insights – The political pendulum swings to left – implications for medium term investment returns

Key points are as follows… The success of Trump and Sanders in the US, the close Brexit vote and the Australian Federal Election campaign suggest median voters have shifted to the left and support for economic rationalist policies has fallen. The risk is that a reversal of such policies will be another contributor to constrained…