This edition of Oliver’s Insights looks at medium term investment and where returns will come from for investors
The key points are as follows:
• Low investment yields from most major asset classes mean the medium term return outlook remains constrained. For example, 7 to 7.5% pa for a diversified mix of assets, not double digits.
• For investors the implications are: have realistic return expectations; focus on asset allocation to enhance returns; and focus on assets providing decent and sustainable income flows.
To view the full article: Medium term returns – OI #17 2015