2023 - A List of Lists

 

Please click on the link below to view Shane Oliver's outlook for 2023.

Key points raised are :

  • 2022 was dominated by high inflation, rising interest rates, war in Ukraine and recession fears.  This hit bonds and shares hard, driving losses for balanced growth super funds.
  • 2023 is likely to remain volatile and a retest of 2022 lows for shares is a high risk.  But easing inflation, central banks getting off the brakes, economic growth likely stronger than feared and improved valuations should make for better returns.
  • Australian residential property prices likely have more downside, ahead of a September quarter low.
  • The main things to keep an eye on are 
    • inflation
    • central banks and interest rates
    • US politics and it's debt ceiling
    • China tensions, and
    • Australian residential property prices