Oliver's Insights - 2013 and beyond - a list of lists

This note provides a summary of key views on the economic and investment outlook in simple point form. The key points are as follows:

• 2013 is likely to be another good year for investors underpinned by a lessening in tail risks, very easy global monetary conditions and improving global growth. 
• Watch global business conditions purchasing managers' indices (PMIs), European bond yields, Chinese money supply growth, the Australian dollar and Australian housing indicators.
• Australia will likely continue to grow, but could go through a rough patch as mining investment slows, before picking up pace during the second half of the year.
• There is always a cycle and investors should avoid the crowd. Right now the cycle is moving away from cash and bonds in favour of equities and growth assets. 

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