After a tough September quarter for global shares, prices bounced back in the December quarter assisted by some stability in China's financial markets, moderation of expected US rate hikes, plus further easing from the European Central Bank. In contrast, elevated global supplies, soft industrial demand and a stronger US dollar contributed to lower commodity prices over the quarter.
> China market volatility returns with a jolt in early 2016
> Don't expect a China hard landing or global growth collapse
> Emerging economies to remain mixed; worries overdone
> Global share price decline = higher equity risk premium
> Lower for longer commodity prices; inflation to remain subdued in 2016
> New Zealand shares - curb your enthusiasm.
Read more from our investment strategy team in the latest AMP Capital Quarterly Strategic Outlook. Click here to read more.
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