Gottliebsen: Difficult times ahead for an economy changing gears

Robert Gottliebsen, Co Founder of Business Spectator, shares some of his views on the market outlook. Gottliebsen says markets are overdue for a correction and a challenging economic backdrop could be the catalyst for a pull back. “We've got a situation now with lower interest rates and while the Reserve Bank is continuing to lower interest rates you're going to see strong bank shares and infrastructure shares. But we haven't had a significant economic downturn for a long time, over 20 years, 23 years I think it is, and we're due for one. And so I'd expect on a three year time frame to have a significant correction in that period.” Gottliebsen says that whenever an economy is forced to shift gears, such as happening in Australia right now, it always causes a few problems. In this video Gottliebsen discusses the debate around dividends vs growth, M&A activity and where he is investing his super.

Livewire News brings you a wide range of financial insights with a focus on Global Macro, Fixed Income, Currencies and Commodities.


No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.