News

Global markets still a gold mine (The Aust 08/12/18)

Global markets still a gold mine (The Aust 08/12/18)

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Global equity markets recently experienced their second technical correction for 2018.

The Australian S&P/ASX 200 peaked on August 29 at 6352 but closed down 10.8 per cent on ­November 30 well down from that peak. This week it dropped even lower to finish under 5700.

The US S&P 500 peaked nearly a month later on September 20 at 2931 but also closed down at the end of November, 5.82 per cent off that peak and has gone lower since.

I am biasing towards equities especially after the recent sell off. This was and still is the “least overvalued” asset class – and remains cheap relative to mainstream fixed income.

 

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FS Power50 – 50 Most influential Advisers

FS Power50 – 50 Most influential Advisers

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We are proud that our Managing Partner, Will Hamilton has been included in the 2018 Financial Standard, FS Power50 for the second year running as one the 50 Most Influential Advisers in Australia.

Will Hamilton was also included in the FS Power50 list in 2017.

The FS Power50 list is made up of the 50 – most influential financial advisers in the country according to the readers of Financial Standard and FS Advice – The Australian Journal of Financial Planning.

In the making of this list, ‘influential’ is defined as individuals who have been, or continue to be, instrumental in shaping the future of the financial advice industry.

 

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Labor franking credits plan splits market into winners and losers (The Aust 27/11/18)

Labor franking credits plan splits market into winners and losers (The Aust 27/11/18)

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Changes to franking credits is a hot topic for investors and touches many parts of the market and stakeholders.

The House of Representatives economics committee inquiry into Labor’s abolition of franking credit rebates is well under way. As at Thursday 22nd November, a high number of submissions, 435 in all, had been made to the committee chaired by Liberal MP Tim Wilson.

Mr Bowen, you have got this policy wrong, and for the benefit of those who can least afford it, admit your error and dump it.

 

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ifa Excellence Award – Company (ifa November 2018)

ifa Excellence Award – Company (ifa November 2018)

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We were thrilled to win both the ifa Excellence Award – Company as the best performing business for the year and the Best Client Servicing – Company, at the ifa Excellence Awards in September of this year.

ifa have featured an article on Hamilton Wealth Management in their November 2018 (No. 675) magazine edition .

To view the article please Click Below.

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Polarising politics leads to market uncertainty (The Aust 30/10/18)

Polarising politics leads to market uncertainty (The Aust 30/10/18)

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Having just returned from visits to wealth and fund managers in Boston and New York, my first trip to the US in 18 months, I was struck by the intensely divided nature of the country.  This can be put down to the polarising politics around President Donald Trump.

Despite GDP growth at the end of the second quarter exceeding expectations at 4.2% and company earnings clearly very strong and exceeding expectations, fund managers are surprisingly cautious.

Australia’s markets are greatly driven by US markets. Because of unknowns around uncertainties we expect short-term volatility to continue for the remainder of October both here and in the US. Yet by mid-November a clear path ahead will be evident into 2019.

 

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The Aust 301018

Financial advisers must stand united (The Aust 09/10/18)

Financial advisers must stand united (The Aust 09/10/18)

Australia’s financial advice sector is being confronted by radical change.

What many forget is that change is being demanded on several fronts including the public, the regulators and government. There is now a clear imperative for a homogenous and well-regulated industry where the interests of clients are paramount. Indeed, it is our clients and what is in their best interest that must be the foundation philosophy of an evolution of the financial advice industry into a true profession.

 

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SMAs can be a costly vehicle for offshore investment (The Aust 02/10/18)

SMAs can be a costly vehicle for offshore investment (The Aust 02/10/18)

The SMA is not a new structure. It has been available in the Australian market since the 1970’s.

International SMAs have started to grow in popularity. However, there are a few crucial differences that need to be considered by investors when assessing the suitability of an international SMA.

Whilst domestic SMA structures delivers flexibility, overcoming the taxation issues as well that arise in unit trusts and provides a high level of transparency. These benefits are shared with international SMAs.

When high quality, conviction management with strong track records of outperformance is widely available for 0.8 per cent plus GST, it’s hard to see why anyone would consider an international SMA given the cost.

 

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Retirees should duck for cover as ASIC puts hybrids in its crosshairs (The Aust 26/09/18)

Retirees should duck for cover as ASIC puts hybrids in its crosshairs (The Aust 26/09/18)

Will Hamilton’s article from last Saturday in The Weekend Australian has been quoted extensively by James Kirby as he discusses Hybrid Securities.

James brings up as well the so-called Target Market legislation which is now before the Senate which could potentially restrict or eliminate a range of current financial products from the market including sharemarket floats and bank hybrids.

You look at this legislation, the lack of liquidity that can exist in Hybrids and the pending franking credit changes if the ALP was elected as the government, we believe changes the game negatively for Hybrid securities.

 

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Aust 260918

Labor’s franking policy could put retirees invested in bank hybrids at risk (The Aust 22/09/18)

Labor’s franking policy could put retirees invested in bank hybrids at risk (The Aust 22/09/18)

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The growing alarm over the ALP plan to cut franking credit refunds for retirees is heavily centred on the impact the policy will have on shares.

But a large number of retiree investors also invest in hybrids in the search for fully franked yield.

It is these franking credits and the inability to use excess franking credits that I believe change the game negatively for hybrids.

 

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Aust 220918

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