Please click here to view Shane Oliver's views on the outlook for investment markets in 2024

The key points raised are:

• 2023 turned out to be a strong year for investors with shares and bonds rallying on the back of falling inflation, anticipated interest rate cuts in 2024 and better than feared economic growth.
• 2024 is likely to see positive returns helped by falling rates but they are likely to be more constrained and volatile give risks around the timing of rate cuts, recession risks and geopolitics.
• The key things to watch are :  inflation and rates,  the risk of recession, China, US politics and the Australian consumer.