As we near the Federal Election there are two questions that are dominating discussion:
1. Are we at the start of a global slowdown in growth?
2. Where is Australia positioned if we see a global slowdown?
Before we get to the stage of a slowdown dominating discussion, we could well see a melt up in equity markets. This is on the back of the “dovish tilts” being adopted by central banks, leading to talk of possible interest rate decreases in the United States, Australia, Canada and New Zealand.
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Insight May 2019