Global Outlook & Strategy: March 2016 “Central Banks are furiously blowing but there is still no wind in the sails”.

Key Points:

  • We expect modest global economic growth for the remainder of 2016
  • The potential exists for further interest rates rises in the US
  • The Australian economy is expected to slow from current strong levels
  • An uneasy balance exists within the Australian residential property sector
  • Credit looks attractive as an asset class, along with Australian mid cap equities
  • Valuations in risk assets are still elevated
  • We maintain an overweight to cash
  • Long term asset class returns are expected to trend lower

Click here to read  Global Outlook and Strategy March 2016. For more information please contact us.

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