Oliver's Insights

Oliver’s Insights – The US economy – does the flattening yield curve indicate recession is imminent?

The attached note looks at the outlook for the US economy, particularly the risk of recession given the flattening US yield curve. The key points are as follows: If you are worried about a major bear market, the US economy is the key to watch. While traditional measures of the US yield curve have flattened…

Details
Oliver's Insights

Oliver’s Insights – 2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around

The key points are as follows: 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include: turn down the noise around financial markets, maintain a well-diversified portfolio;…

Details
Oliver's Insights

Oliver’s Insights – Should the RBA raise rates to prepare households for higher global rates?

The key points are as follows: The RBA should avoid calls to raise interest rates prematurely just to prepare households for higher global rates. Such a move would be Iike shooting yourself in the foot in order to practice going to the hospital. Nor should the RBA mess with the inflation target that has served…

Details

Talk to the CCA Financial Planners team today!

Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.

Talk to the CCA Financial Planners team today!

Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.

We compare products from the following companies