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.