Please click the link below to view Shane Oliver’s views on where we are at in the investment cycle.
Key points covered are :
- While corrections are inevitable we still appear to be a long way from the peak in the investment cycle.
- Share are not unambiguously overvalued and on some measures are still cheap.
- Uneven and below trend global and Australian growth is extending the economic recovery cycle.
- Monetary conditions look set to remain easy.
