Oliver's Insights

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