CCA Financial Planners

February Economic Update

Financial PlanningBy Christopher Cachia 10.02.15

Brian Parker, Head of the Portfolio Specialists Group, gives an update on markets during January. He discusses: how most world share markets rose over the month, other than the US why renewed concerns about the health of the world economy have caused some central banks to ease monetary policy why Australia’s investment environment remains uncertain,…

Details

Oliver’s Insights – The threat of global deflation

Financial PlanningBy Christopher Cachia 22.01.15

Key points are as follows… Falling inflation on the back of falling commodity prices and global spare capacity indicates deflation is more of a threat globally than a surge in inflation. Further monetary easing in Europe, Japan and elsewhere should help head the threat off but it’s worth keeping an eye on. Low interest rates…

Details

ThreeSixty Research Market Update December 2014

FinanceBy Christopher Cachia 19.12.14

Highlights: Oil prices decline sharply through November. Global equity markets continued to rally strongly, although Australia did not participate. US economic data continues to show a sustainable recovery. Weak economic data across the Eurozone continues to support further ECB monetary intervention. China moves from targeted stimulus to a broad cut in interest rates to meet…

Details

Oliver’s Insights – Review of 2014, outlook for 2015

Oliver's InsightsBy Christopher Cachia 08.12.14

Key points are as follows… · 2014 has been a positive but somewhat constrained and messy year for investors as the global economy remained in a cyclical “sweet spot” despite various threats, but Australian shares underperformed. · 2015 is likely to see okay but uneven global growth, low inflation and easy monetary conditions. While the US is…

Details

Oliver’s Insights – Starting point valuations matter

Oliver's InsightsBy Christopher Cachia 20.11.14

Key points are as follows… Starting point valuations – eg yields and price to earnings multiples – are a key driver of potential medium term investment returns. This is particularly so for cash and bonds, and for shares & other growth assets at extremes. At present valuation starting points for term deposits and bonds suggest…

Details

Oliver’s Insights – Try to turn down the noise

Oliver's InsightsBy Christopher Cachia 14.11.14

Key points are as follows… A combination of the blanket news coverage of economic worries, the associated information avalanche we are now exposed to and our innate fascination with crises is likely making us worse investors: more fearful, more jittery and more focussed on the short term. Investors should recognise that shares climb a wall…

Details