Please click the link below to view Shane Oliver’s views on trends impacting investment markets.
Key points raised are:
- Key megatrends relevant for investors are
- slower growth in household debt
- the backlash against economic rationalism and rise of populism
- geopolitical tensions
- aging and slowing populations
- low commodity prices
- technological innovation and automation
- the Asian ascendancy and China’s growing middle class
- rising environmental awareness
- and the energy revolution
- Key megatrends relevant for investors are
- Most of these are constraining growth and hence investor returns. However, technological innovation remains positive for profits and some of these point to inflation bottoming.
