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Blog

2014- a list of lists

January 15th, 2014
2014- a list of lists

Key points

  • Thanks to improving growth and very easy monetary conditions, 2014 is likely to be another year of good returns for investors, albeit a bit slower than in 2013.
  • Watch global business conditions indicators, wages growth in the US, European bond yields, Chinese lending growth and Australian consumer related indicators.
  • Australian growth is likely to pick up a bit thanks to stronger housing investment and consumer spending.
  • Right now the investment cycle is still moving away from cash and bonds in favour of equities and growth assets.

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