Key points – Starting point valuations – like yields and price to earnings ratios – are key drivers of medium-term investment returns. – Valuation starting
Key points – Many of the mistakes investors make are based on common sense rules of thumb that turn out to be wrong. – As
Key points – A move towards more aggressive fiscal policy stimulus and property support measures should help drive a mild cyclical upswing in China’s economy.
Dr Shane Oliver – Head of Investment Strategy and Chief Economist, AMP Capital Key points – The US election has significant potential to impact markets.
– but what about the Israel/Iran conflict & other risks? Key points Recession risks, the escalating Israel conflict, the US election along with still stretched
