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FORTHCOMING EVENT – Paul Howes, May 2019, Breakfast

FORTHCOMING EVENT – Paul Howes, May 2019, Breakfast

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Hamilton Wealth Management in conjunction with KPMG Australia are pleased to be hosting a breakfast with Paul Howes at Kooyong Lawn Tennis Club on Wednesday 8th May 2019.

Paul is a Partner at KPMG Australia and is the National Sector leader for Asset & Wealth Management leading KPMG’s work in the superannuation, funds management, private equity and wealth sectors across the firm. Paul joined KPMG in 2014 from the Australian labour movement where he had worked for the previous 15 years including 7 years as the leader of the nation’s largest industrial union – The Australian Workers’ Union.

Paul provides strong leadership which focusses on stakeholder and team engagement as he draws on his professional experience from his roles as the Deputy Chair and a Director of AustralianSuper (Australia’s largest superannuation fund managing over $110 billion on behalf of over 2.4 million members) between 2006 and 2014 and as a Director of numerous other Government and private organisations.

Paul is also a published author, columnist and has produced a number of thought leadership pieces in the areas of asset recycling, productivity enhancement and transforming the wealth management sector. In addition to his role leading KPMG’s work in the Asset & Wealth Management sector Paul is also the Partner in Charge of KPMG’s Customer, Brand and Marketing Advisory practice.

Labor to hit family trusts (The Aust 09/02/19)

Labor to hit family trusts (The Aust 09/02/19)

Many small businesses around Australia operate through a family or discretionary trust.

Yet the federal government has not prosecuted the changes proposed by Bill Shorten and Chris Bowen. They aren’t being debated in the mainstream marketplace. These plans are flying under the radar.

Discretionary trusts are a legitimate and positive structure adopted by many in small business, individuals, and families to help support effective planning.

 

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Aust 090219

Emerging Asia worth a punt (The Aust 05/02/19)

Emerging Asia worth a punt (The Aust 05/02/19)

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We would not have chosen this headline but, one asset class gathering a lot of attention on both the for and against sides is emerging markets (EM). Despite not falling as much in the fourth quarter as other sections of the market, EM had a horrible year: the MSCI Emerging Markets Index was down 5.1 per cent against +1.52 per cent for the MSCI World Index (ex Australia) for calendar year 2018.

You cannot look at EM without having a strong view on Asia and China in particular.

 

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Bad news priced into markets … now let’s look at the upside (The Aust 26/01/19)

Bad news priced into markets … now let’s look at the upside (The Aust 26/01/19)

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The last time I have experienced such a deep level of negative news and so severe an impact on markets was in the second half of 1997, during the Asian financial crisis (which I experienced first-hand in Hong Kong).

This month I attended the UBS Greater China Conference in Shanghai to hear first-hand from experts and world leaders.

Remember that equity market crashes occur when investors overestimate returns and underestimate risks. Market valuations are attractive, expectations are very low, and an awful lot of bad news is priced in.

 

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Perpetual losing the battle for financial advisers (AFR 21/01/19)

Perpetual losing the battle for financial advisers (AFR 21/01/19)

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Perpetual never calls, never writes.

Hit by poor investment returns and customer withdrawals, investors might have expected one of Australia’s most experienced retail investors to be all over financial advisers.

But for Will Hamilton, that’s not the case.

Named Australia’s second-ranked adviser in 2017 for helping clients invest almost $500 million, Hamilton hasn’t been pitched Perpetual’s Australian share funds, even though a lack of financial advisers’ interest is one of the famous company’s big problems.

“I have always thought it was a very good name,” Hamilton says. “I have been a bit surprised they have never tried to be in front of us. I think the bigger you get the worse you are at marketing.”

 

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AFR 210119

Podcast 22 – Investor Insight, January 2019

Podcast 22 – Investor Insight, January 2019

Ian Gillies talks to Will Hamilton, John Green and Kane Baranow about our Asset Allocation position and outlook as we head into 2019. 

We believe 2019 will be about the change from quantitative easing or QE to quantitative tightening or QT, with the balance sheets of major developed market Central Banks contracting.

London-based Capital Economics reported that for the first time in over twenty-five years, 2018 was the year when all ten major asset classes have delivered negative returns, therefore as we enter 2019 asset allocation becomes absolutely crucial.

Investor Insight 70, January 2019, The year ahead

Investor Insight 70, January 2019, The year ahead

Last month we published ‘Hamilton Wealth Management, Investor Insight 69: the year that was’, reflecting on what shaped 2018.

This month we publish our outlook for the year ahead.

We referred to 2018 as the year about not become complacent to risk.

In projecting a theme for 2019, we believe it will be about the change from quantitative easing or QE to quantitative tightening or QT.

London-based Capital Economics reported that for the first time in over twenty-five years, 2018 was the year when all ten major asset classes have delivered negative returns, the big question is what does 2019 have in store.

 

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Insight January 2019

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