Oliver's Insights

Oliver’s Insights – Shares have had a very strong rebound since March last year so where are we in the investment cycle?

With shares coming up to the one year anniversary of their pandemic lockdown driven lows on 23rd March 2020, the attached note takes a look at where we are in the cyclical bull market in shares and the broader investment. The key points are as follows: The history of cyclical bull markets in shares suggests…

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Oliver's Insights

Oliver’s Insights – Market outlook Q&A – disconnect to real economy, growth v value, vaccines, property, gold, inflation and other issues

The attached note covers the main questions investors have in a simple Q&A format. The key points are as follows: Share markets often lead economic recoveries so the current apparent disconnect is not that unusual. Share markets are likely to see a rotation in favour of cyclical stocks relative to growth stocks and this would…

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Oliver's Insights

Oliver’s Insights – The increasing spread of Coronavirus – updated economic and investment implications

The attached note updates our analysis of the coronavirus outbreak and what it means for the economic and investment outlook and for investors. The key points are as follows: While reported new coronavirus cases in China have slowed, the pickup in cases outside China has led to a renewed sharp fall in share markets, commodity…

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Oliver's Insights

Oliver’s Insights – 2020 – a list of lists regarding the macro investment outlook

The attached note provides a summary of key insights and views on the investment outlook for 2020 in simple point form. The key points are as follows: Despite ongoing bouts of volatility, 2020 is likely to provide solid investment returns, albeit slower than seen in 2019. Recession remains unlikely (it’s a bigger risk in Australia)…

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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.

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