Global Outlook and Strategy Quarter 2, 2018 “Volatility Returns”

KEY POINTS

  • Global growth remains strong although some signs of momentum slowing
  • US bond rates to likely track above market expectations
  • Australian economy underperforming
  • Risk assets vulnerable to a sharp correction
  • Remaining defensive, patient, investing for a correction
  • Consensus view is further upside in risk markets, for now

Read: Click here to read the Global Outlook and Strategy 2nd Quarter 2018: Volatility Returns 

Watch: View James Smith, Head of Melbourne and Senior Investment Adviser discussing the Global Outlook & Strategy with Grant Patterson, Chair of the Investment Committee and Managing Director.

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