Global Outlook & Strategy 4th Quarter 2017: Inflection Point

Key Points:

  • Inflation at an inflection point
  • Synchronised Global Growth in place
  • Extended valuations in most asset classes
  • Australian economy vulnerable to consumer shock
  • Distinct risk period ahead
  • Diversification, Quality, Relative Value and Overweight Cash Position the focus

Click here to read the Global Outlook and Strategy 4th Quarter 2017: Inflection Point. 

Alternatively watch Grant Patterson’s Global Outlook and Strategy summary in this short video.

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