Please click the link below to view Shane Oliver's views on global growth and returns.

Key points raised are :

• Global growth is looking healthier as easy monetary policy gets traction, fiscal austerity has come to an end and memories of the GFC fade.
• This should underpin profits and share markets but see a resumption of a gradual rising trend in bond yields.
• Stronger global growth is positive for Australia and supports the case for the RBA to remain on hold.  But with underlying inflationary pressures remaining very low and underemployment very high a rate hike is unlikely until the second half of next year.