Oliver's Insights – Investment outlook Q&A – inflation, interest rates, Russia & Ukraine, the risk of a share crash, house prices and other issues

The attached note covers the main questions investors commonly have regarding the investment outlook in a simple Q&A format. The key points are as follows:

  • Inflation will likely slow later this year but remain well above pre-pandemic levels over the medium term.

  • Wages growth is likely to pick up to 3% this year.

  • A Russian invasion of Ukraine risks a short term hit to shares followed by recovery over the next 3 to 12 months.

  • Australian home prices are likely to peak later this year followed by falls into 2024.

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