By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, Edition 35 2015
Key points
- Risks regarding China and the Fed may be receding a bit for now but there remains plenty to keep an eye on
including the risk of an “accident” flowing from slower emerging market growth and the plunge in commodities. - However, our broad assessment remains that the cyclical bull market in shares is likely to reassert itself in the seasonally strong months into year end.eriods of declines and volatility in share markets are a normal part of the way they work.