Global Market Outlook January 2016: Aussie equities fight back!
We enter 2016 with a continued neutral stance with regard to growth versus defensive assets overall. With the global equity bull market maturing and entering its 8th year, risks appear evenly balanced. On the one hand, the rally remains underwritten by central bank support if need be, due to low global inflation and ample spare economic capacity. On the other hand, prices have run ahead of corporate earnings of late, resulting in outright price-to-earnings valuations at above average levels. If you want to read the full outlook report click here: (VIEW LINK)
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Author, columnist, investment strategist and macro-economist. Previous roles at Federal Treasury, OECD, Macquarie Bank and AFR. I develop economic insights and portfolio construction strategies for BetaShares' retail and adviser clients.
4 topics
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Don't let all time highs stop you buying this "bull" market
Centennial Asset Management
Funds
If 24 LICs ran the Melbourne Cup, which would be our favourites
Affluence Funds Management