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
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.