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7 reasons for optimism with shares and growth assets

Share markets and commodity prices have seen a decent rebound and the stress in credit markets has receded. The big question is whether it is sustainable or just a bounce

Key points

After decent gains in shares and other growth assets since February we could have a short term rough patch given risks around the Fed, Brexit, elections, etc.  However, with most share markets offering reasonable value, global monetary conditions remaining easy and no sign of the much feared recession (in the US, globally or Australia) the trend is likely to remain up.

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Introduction

Since the global growth panic in January/February share markets and commodity prices have seen a decent rebound and the stress in credit markets has receded. This has been helped by a combination of Fed assurances that it will not be reckless and ignore global risks in determining US interest rates, somewhat better economic data in the US and China, more monetary easing in Europe and a rebalancing in the global oil market that has allowed oil prices to stabilise which has helped reduce the risk of default by energy producers. However, the big question is whether it is sustainable or just a bounce. This note looks at the main issues.

 

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Important note: While every care has been taken in the preparation of this document, AMP Capital Investors Limited (ABN 59 001 777 591, AFSL 232497) and AMP Capital Funds Management Limited (ABN 15 159 557 721, AFSL 426455) make no representations or warranties as to the accuracy or completeness of any statement in it including, without limitation, any forecasts. Past performance is not a reliable indicator of future performance. This document has been prepared for the purpose of providing general information, without taking account of any particular investor’s objectives, financial situation or needs. An investor should, before making any investment decisions, consider the appropriateness of the information in this document, and seek professional advice, having regard to the investor’s objectives, financial situation and needs. This document is solely for the use of the party to whom it is provided.