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A List Regarding The Macro Investment Outlook

Macro Investment Outlook

Dr Shane Oliver, Head of Investment Strategy and Chief Economist provides a summary of key insights and views on the investment outlook in simple point form.

The key points are as follows:

  • 2020 turned out far better for investors than was feared with average balanced growth superannuation funds estimated to have returned around 3%.
  • 2021 is expected to provide solid returns and see a further rotation from pandemic winners to cyclical investments, with Australian shares likely to outperform US shares.
  • Watch: coronavirus and vaccines; US politics; China tensions; inflation; and the hit to immigration in Australia

Read the full article here >>

Download pdf copy: Oliver’s Insights: 2021 – A list of lists regarding the macro investment outlook

If you would like to discuss any of the issues raised by Dr Oliver, please call on +61 07 5610 1915.

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