Five constraints on medium term investment returns
- COMPASS
- Nov 27, 2023
- 1 min read

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.
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