Alan Kohler, Editor-in-Chief of the Eureka Report and a director of StocksInValue, speaks with John Abernethy, Chief Investment Officer of Clime Asset Management, to get the latest insights on the macro-economic outlook and how the latest themes will affect investors: We are closer to the end than the beginning of money printing and zero official interest rates in the US. The Australian equity market is slightly overvalued. The Australian population will compound at 1-2% per annum indefinitely. Australia has not had a recession for 23 years, and economic imbalances like a high cost structure have accumulated. Given this mixed outlook for Australia, investors should look for stronger growth elsewhere. China's growth cycle and the emergence of its middle class are fairly predictable. View the video: (VIEW LINK)