top of page
Search
  • Writer's pictureCOMPASS

Five constraints on medium term investment returns


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


Five megatrends suggest higher medium term inflation pressures & lower economic growth than pre-pandemic.


These are: a move away from economic rationalist policies; the reversal of globalisation; rising geopolitical tensions;

climate change and decarbonisation; as well as slowing and aging populations. A productivity boost from artificial

intelligence should provide some partial offset though.





11 views0 comments
bottom of page