About Hamilton Wealth

Posts by Hamilton Wealth:

Why we should be wary of listed investment companies (The Aust 11/06/19)

Why we should be wary of listed investment companies (The Aust 11/06/19)

Listed investment companies (LICs) and listed investment trusts (LITs) have attracted considerable criticism over the last few months — much of it justified.

One of the important disciplines in constructing a portfolio is about achieving both balance and diversification within and among asset classes. This is set according to an investor’s objectives and their appetite for risk.

It is not about buying a product simply because it is offered. Every product must fit a portfolio and be allocated within its asset class appropriately. There is a conflict in how these products are being sold and investors need to have their eyes open.

 

or Click below for further details.

Aust 110619

Podcast 28, Investor Insight, June 2019

Podcast 28, Investor Insight, June 2019

Ian Gillies talks with Will Hamilton about the Capital Economics in London call that they recently pointed out that the rebound in equities is justified based on the strength in corporate profits, especially in the US, but noting that this profit rebound has not been as pronounced in markets such as Europe. They discuss this as well as:

  • One of the anomalies at the moment is the Australian Dollar.
  • Australian Equity market valuations.
  • and, a reminder that cycles always exist.
Investor Insight 76, June 2019

Investor Insight 76, June 2019

Capital Economics in London recently pointed out that the rebound in equities is justified based on the strength in corporate profits, especially in the US, but noting that this profit rebound has not been as pronounced in markets such as Europe. We discuss this as well as:

  • One of the anomalies at the moment is the Australian Dollar.
  • Australian Equity market valuations.
  • and, a reminder that cycles always exist.

to find out more Click below.

Insight June 2019

 

Lessons to be learned from franking credits scare (The Aust 28/05/19)

Lessons to be learned from franking credits scare (The Aust 28/05/19)

Post the upset election result, Robert Gottliebsen suggested investors had “dodged an incredibly dangerous bullet” with the surprise victory for the Coalition. While we agree with his view, it would be a great shame if those investors with a strong home bias do not now grasp the absolute risk they are exposing themselves to. This is an opportunity to look at a more dedicated asset allocation philosophy going forward.

 

or Click below for more details.

Aust 280519

Investors risk missing dividend wake-up call after election win (AFR 22/05/19)

Investors risk missing dividend wake-up call after election win (AFR 22/05/19)

The return of the coalition government is not something we foresaw, and we were very concerned with the ALPs tax policies for our clients.

Just because the status quo is maintained politically, does not mean those investors with heavy exposure to Australian equities and Australian dollar cash should stick with their existing strategy, investors should look to establish more disciplined asset allocation in their investment decisions.

 

or Click below for further details.

AFR 220519

Trend towards US buybacks debunks dividends myth (The Aust 21/05/19)

Trend towards US buybacks debunks dividends myth (The Aust 21/05/19)

One of the positive outcomes from the franking credit debate is the decision by some investors to establish more disciplined asset allocation in their investment decisions and, indeed, to look more closely at international equities.

When looking at buybacks and dividends in the US market as total payouts, the real situation debunks the common view that Australian companies have a high payout ratio relative to US equities.

 

or Click below for further details.

Aust 210519

FORTHCOMING EVENT, Richard Murray, August 2019, Dinner

FORTHCOMING EVENT, Richard Murray, August 2019, Dinner

,

Hamilton Wealth Management is excited to host Richard Murray, CEO of JB Hi-Fi, at a Dinner on Thursday 29th August 2019, at Kooyong Lawn Tennis Club, to discuss Retail in the new environment.

 

Richard Murray
JB Hi-Fi Limited Group Chief Executive Officer & Executive Director
B.Comm, CA, GDipAppFin (Sec Inst), ASIA

Richard is a Chartered Accountant with over 20 years’ experience in retail and finance.

Mr Murray joined JB Hi-Fi as CFO in 2003 and took the business through the IPO process.

After completing his degree at Melbourne University, Richard started his career at Deloitte as a cadet in the Audit division and progressed to the Corporate Finance group. Whilst at Deloitte, he worked with JB Hi-Fi management while preparing for the float and when the then CFO left the business, he accepted the position.

Richard was appointed to the Board of JB Hi-Fi in June 2012 and became CEO on 1 July 2014.

In 2016, JB acquired The Good Guys for $870m and post the acquisition, Richard has taken on the role of Group CEO overseeing both businesses and the respective Managing Directors.

He is currently Chairman of the Australian Charities Fund Employee Leadership Initiative, which aims to encourage Australian businesses to set up Workplace Giving Programs. To date JB Hi-Fi’s workplace giving program, Helping Hands, has over 80% staff participation and has raised more than $16m for its charity partners.

Advice ain’t cheap: when you’ll need to spend more than $3000 (AFR 04/05/19)

Advice ain’t cheap: when you’ll need to spend more than $3000 (AFR 04/05/19)

The wealth wars took a bitter turn when Labor leader Bill Shorten, in full campaign mode, described tax deductions for accounting advice as “one of the rorts we want to shut down”.

Our country is built on innovation and with that comes the need to structure businesses legally and efficiently, the proposed cap of $3,000 on deducting accounting fee’s will discourage new business creation and entrepreneurship.

or Click below for further details.
AFR 0405

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