Oliver’s Insights – Megatrends impacting investment markets

The main points are as follows: Key megatrends relevant for investors are: slower growth in household debt; the backlash against economic rationalism & rise of populism; geopolitical tensions; aging and slowing populations; low commodity prices; technological innovation & automation; the Asian ascendancy & China’s growing middle class; rising environmental awareness; and the energy revolution. Most…

Details

Oliver’s Insights – The investment outlook – it’s not all that bad! Here are nine reasons why…and a comment on IMF global growth forecasts

Key points are as follows… The past financial year has been rather messy for investors with another long worry list, a bear market in most share markets and record low bond yields. However, returns for diversified investors were not disastrous and followed several strong years. More importantly there are nine reasons for optimism: okay growth,…

Details

Oliver’s Insights – The political pendulum swings to left – implications for medium term investment returns

Key points are as follows… The success of Trump and Sanders in the US, the close Brexit vote and the Australian Federal Election campaign suggest median voters have shifted to the left and support for economic rationalist policies has fallen. The risk is that a reversal of such policies will be another contributor to constrained…

Details

Oliver’s Insights – The outlook for shares and growth assets – short term risks but 7 reasons for optimism

Key points are as follow… After decent gains in shares and other growth assets since February we could have a short term rough patch given risks around the Fed, Brexit, elections, etc. However, with most share markets offering reasonable value, global monetary conditions remaining easy and no sign of the much feared recession (in the…

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