2018 – a list of lists on the investment outlook

Key points

  • 2018 is likely to remain good for diversified investors. The investment cycle still favours growth assets over cash and bonds. But expect more volatile and constrained returns as US inflation starts to turn up.
  • Watch US inflation, bond yields, President Trump, the Italian election, China, the Sydney and Melbourne property markets and global business conditions PMIs.

Introduction

Although 2017 saw the usual worry list, it was good for investors. Balanced super funds had returns around 10%, which is good given inflation was around 2%. This year has started favourably but volatility may pick up as geopolitical threats loom a little larger and US inflation rises. This note provides a summary of key insights on the global investment outlook in simple dot point form.

 

(Click on the cover page image for the full document).

 

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