Please click the link below to view Shane Oliver’s views on the macro investment outlook for 2021.
The key points raised are:
- 2020 turned out far better for investors than expected
- 2021 is expected to provide solid returns and see a further rotation from pandemic winners to cyclical investments
- Key things to watch for are
- coronavirus and vaccines
- US politics
- China tensions
- Inflation
- Hit to immigration in Australia
