CCA Financial Planners

Oliver’s Insights – There’s a bear in there – what drives mild versus deep bear markets

Oliver's InsightsBy Christopher Cachia 18.02.16

Following the slide into bear market territory (defined as a 20% or great fall) by the Australian ASX 200 index last week, the attached note takes a look at past Australian bear markets since 1900 and what determines whether a bear market is mild as opposed to long and deep. The key points are as…

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Oliver’s Insights – The plunging oil price – why and what it means

Oliver's InsightsBy Christopher Cachia 01.02.16

Oil prices are down more than 70% from their levels two years ago driven by a combination of a surge in supply relative to demand and a rise in the value of the $US. Further weakness down to $US20 / barrel is possible, but we are getting closer to the point where supply slows. So…

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Oliver’s Insights -2016 – a list of lists regarding the macro investment outlook

Oliver's InsightsBy Christopher Cachia 21.01.16

2016 should end much better than it has started off for investors, ultimately providing ok investment returns, but expect a continued volatile ride. · Watch the Fed, the $US, global business conditions indicators, China and business confidence in Australia. · The investment cycle still favours growth assets over cash and bonds – despite all the…

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ThreeSixty Research Market Update – January 2016

Financial PlanningBy Christopher Cachia 19.01.16

Highlights; Global equity markets correct in December – although Australia was a strong performer Oil prices continue to weaken China stock market volatility, and weaker economic data, creates deflationary fears US economic data continues to point to an improved recovery. US Federal Reserve commenced the process of normalisation of interest rates in December. Eurozone economic…

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January Economic Update with John Owen

Financial PlanningBy Christopher Cachia 15.01.16

John Owen, Portfolio Specialist, discusses subdued share markets, the impact of monetary policy and how MLC’s portfolios are positioned. In the latest update, John reviews events in markets during December. He discusses: share markets concluding the year on a subdued note, with most recording negative returns in December how monetary policy remained an important influence…

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The Year in Review

Financial PlanningBy Christopher Cachia 17.12.15

As 2015 draws to a close, it’s time to review what’s happened in investment markets this year and look ahead to 2016. Investors have enjoyed another year of positive returns, despite considerable midyear volatility. However, the returns shown in Table 1 are below those that were reported in 2014, in some cases materially lower. Read…

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