Oliver's Insights: The search for yield and return – has it gone too far or is there more to go?

Key points

•  Helped in part by a search for yield various asset classes have rallied strongly, but it is doubtful that the rally so far has gone too far. Valuations remain reasonable, credit growth is not excessive and interest rates are likely to remain low for some time. 
• A range of assets continue to provide attractive yields relative to low cash and term deposit rates. 
• There is a case for those who can take on a bit more risk to consider a higher exposure to parts of the share market that have underperformed and yet will benefit as global and Australian growth picks up. 

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