By Shane Oliver, Head of Investment Strategy & Chief Economist from Oliver’s Insights, AMP Capital, 7th November 2019
Key points:
- There is no denying concerns about global debt, seemingly never ending QE, more debt trading on negative interest rates, inequality and geopolitical threats.
- However, some of these concerns are exaggerated andthere are five reasons why I am not so fussed about the global outlook. In particular, there is good reason to expect a pick-up in global growth over the next 12 months. This should help underpin further gains in share markets over the next 6-12 months.