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2012 and Beyond - A List of Lists
Shane Oliver, AMP's Head of Investment Strategy & Chief Economist
This note provides a summary of key views on the global economy and the investment outlook for 2012 and beyond. Key points are as follows:
- 2012 is likely to be a better year than 2011.
- Watch European bond yields, Chinese money supply growth and the US ISM index.
- The emerging world remains in good shape.
- Even if the world does spiral into recession (which is unlikely), Australia will likely continue to grow.
- The A$ will remain strong on a medium-term basis, i.e. around parity and beyond.
- Medium-term returns are likely to remain constrained and volatile.
- There is still a cycle and investors should focus on assets providing decent and sustainable yields.
For a copy of this edition of Oliver's Insights, please download the file below. (Acrobat Reader is required to view the file.)
Source: AMP
Wealthsure Pty Ltd (ABN 93 097 405 108) nor Seagrims Pty Ltd, make no representation or warranty as to the accuracy or completeness of any statement including, without limitation, any forecasts. The opinion of AMP does not necessarily reflect the opinion of Wealthsure Pty Ltd or Seagrims Pty Ltd.
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