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Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation

  • Writer: COMPASS
    COMPASS
  • Sep 25, 2020
  • 1 min read

Dr Shane Oliver, Head of Investment Strategy & Chief Economist insights


Share markets often lead economic recoveries.


Share markets are likely to see a rotation in favour of cyclical stocks relative to growth stocks and this would favour non-US and Australian shares over US shares.




 
 
 

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