For you interest, below is a further article from Dr Shane Oliver entitled “2016 – a list of lists regarding the macro investment outlook”.
The key points are:
* 2016 should end better than it started off for investors, ultimately providing ok investment returns but expeect a continued volatile ride
* Watch the Fed, the $US, global business conditions indicators, China and business confidence in Australia
* The investment cycle still favours growth assets over cash and bonds – despite all the volatility