Please click the link below to view Shane Oliver's views on trends impacting investment markets.

Key points raised are:

• Key megatrends relevant for investors are
  • slower growth in household debt
  • the backlash against economic rationalism and rise of populism
  • geopolitical tensions
  • aging and slowing populations
  • low commodity prices
  • technological innovation and automation
  • the Asian ascendancy and China's growing middle class
  • rising environmental awareness
  • and the energy revolution
  • Key megatrends relevant for investors are
• Most of these are constraining growth and hence investor returns.  However, technological innovation remains positive for profits and some of these point to inflation bottoming.