KEY POINTS
- Inflation signals are increasing
- Markets remain remarkably complacent
- Central banks removing liquidity
- Interest rates trending higher
- Global trade tensions increasing
- Cautious stance is warranted
Read: Click here to read the Global Outlook and Strategy 3rd Quarter 2018: The Calm During the Storm
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.