Please click the link below to view Shane Oliver's views on where we are at in the investment cycle.

Key points covered are :

• While corrections are inevitable we still appear to be a long way from the peak in the investment cycle.
• Share are not unambiguously overvalued and on some measures are still cheap.
• Uneven and below trend global and Australian growth is extending the economic recovery cycle.
• Monetary conditions look set to remain easy.