CCA Financial Planners

Oliver's Insights – Australian versus Global Shares

UncategorizedBy Christopher Cachia 01.11.09 Leave a comment

This note looks at the relative attractiveness of Australian versus mainstream global shares, which are dominated by the US, Europe and Japan. The key points are as follows: – Despite outperforming global shares over the last decade, Australian shares continue to provide better return prospects than mainstream global shares (dominated by the US, Europe and…

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Oliver's Insights – Lehman Brothers' demise one year on…

Oliver's Insights, SuperannuationBy Christopher Cachia 22.09.09 Leave a comment

This note looks at the global economy and financial markets one year on from Lehman Brothers’ demise. The key points are as follows: – The global economy is now in far better shape than was the case in the aftermath of the Lehman Brothers’ collapse a year ago. Money and credit markets have improved dramatically,…

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Evaluating the recovery

Finance, SuperannuationBy Christopher Cachia 14.09.09 Leave a comment

The global and Australian sharemarkets have rallied around 40% from their March lows in anticipation of an earnings recovery. Matthew Sherwood, Perpetual’s Head of Investments Market Research evaluates the recovery and finds that although economic growth should improve in H2 2009, markets appear to be experiencing valuation fatigue and will need analysts to upgrade FY2010…

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Oliver's insights – What will rising interest rates mean for investors?

Finance, Oliver's InsightsBy Christopher Cachia 14.09.09 Leave a comment

This note looks at the implications of an upturn in the interest rate cycle for investors. The key points are as follows: – With the economic emergency which followed the global financial crisis now fading into history, interest rates will soon start to rise, with Australia likely to lead the way. – While rising rates…

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Understanding cash rates and how they shape the economy

Finance, Oliver's InsightsBy Christopher Cachia 02.09.09 Leave a comment

The following notes takes a look behind the Reserve Bank of Australia’s (RBA’s) target cash rate, its impact on commercial lending rates, the $A, and what interest rate changes mean for the economy. Read More

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Oliver's Insights – Sharemarket earnings and valuation post reporting season

Oliver's InsightsBy Christopher Cachia 02.09.09 Leave a comment

This note reviews the reporting season just ended and equity market valuations. The key points are as follows: – While profits for Australian listed companies fell over the last year, the profit reporting season just ended has been far better than expected. This has been the case globally and share analysts’ earnings expectations are now…

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