Hamilton Wealth Partners in conjunction with Altius Asset Management hosted a Webinar as part of the Hamilton Wealth Partners Thought Leader Series with Ivan Colhoun, Global Head of Research, Markets at National Australia Bank.
The Webinar was held on Wednesday 3rd June and a recording of this has been provided above.
Ivan Colhoun is Global Head of Research for National Australia Bank. He joined NAB in November 2014 and is responsible for the Australian Economics, Rates and Credit, FX Strategy and Commodities research functions within the Global Markets Research team.
Ivan has had a long and varied career in Economics. He received a Bachelor of Economics with Honours from the University of Tasmania and commenced his career at the Reserve Bank of Australia.
He spent 15 years at Deutsche Bank before following his passion for aviation by joining Qantas as Chief Economist.
He has also consulted to SEEK, Virgin Australia and IATA.
Outside of work he plays O45s football (soccer), has a commercial pilot’s license and is a keen follower of the Western Bulldogs and Arsenal. He has two young daughters and a spouse that is an amateur farmer. They are planning to grow some pinot noir grapes!
Hamilton Wealth Partners hosted a Webinar as part of its Thought Leader Series with Peter Cooper, Chairman and Chief Investment Officer of Cooper Investors.
The Webinar was held on Thursday 7th May.
To access the recording on Spotify of the Webinar please click here.
Peter needs little introduction and we are thrilled he will talk to our clients on his experiences in running money through difficult periods, what to look out for, and where he believes we are in the cycle at the moment.
Peter founded Cooper Investors in 2001.
As Chief Investment Officer, Peter created and implemented Cooper Investor’s VoF investment philosophy which is applied across the international, domestic and Asian equities strategies.
He is responsible for mentoring investment team members and the standardisation and integration of the process across the investment teams.
Peter has over 30 years of investment management experience.
In 1987 he joined the NSW State Superannuation Investment and Management Corporation as a specialist industry analyst and progressed to deputy portfolio manager of the $7bn portfolio. In 1993 Peter ran the Australian equities portfolios for BNP and then joined Merrill Lynch Investment Managers (formerly Mercury Asset Management) where he worked for 7 years, culminating in his position as Head of Australian Equities and Managing Director where he oversaw a team managing $7.5bn in Australian equities.
The Partners, Advisory Board and staff of Hamilton Wealth Partners are saddened with the passing of Michael.
Our inaugral Chairman until 2017, member of our Advisory Board, advisor, mentor and friend to our business since inception.
Our deepest sympathy to Fiona, Henry, Olivia, Isabelle and their families.
Australian Securities and Investments Commission chairman James Shipton has revealed stockbrokers are under investigation for evading financial advice laws by “mis-classifying” retail clients as sophisticated investors and selling them poor-performing listed investment funds.
The ASIC probe is part of its analysis of commissions, or “stamping fees”, paid by listed fund managers to stockbrokers and other financial advisers for selling newly-floated listed investment companies (LICs) and listed investment trusts (LITs) to mum and dad investors.
Several other high-profile fund managers and financial advisers have called for the government to fix the loophole, including Magellan Financial Group’s Hamish Douglass, PM Capital’s Paul Moore, Will Hamilton and Koda Capital’s Paul Heath.
The main reason being the stamping fee’s or selling fee’s. We charge our clients an advice fee only, and we avoid any form of conflicted advice or remuneration.
It interesting but we believe the majority of our industry are positioned the same way as us, yet the minority are large participants in this practice, becuase of a loop hole that allows it.
Last month we published ‘Hamilton Wealth Partners (HWP), Investor Insight 82: the year that was’, reflecting on what shaped 2019.
This month we publish our outlook for the year ahead.
We believe 2020 will be the year where debate about the effectiveness of Monetary Policy at these levels intensifies and where many developed markets rely more on Fiscal Policy to stimulate their economies.
Unlike 2018 when all ten major asset classes have delivered negative returns, 2019 saw strong returns across asset classes, whilst we are projecting positive returns for 2020, we do so whilst moderating expectations.
Click below to find out more
It is important that we hold ourselves to account on our published views so, as we approach the end of 2019, it is time to reflect on the year that has been. (In January 2020’s Investor Insight we will again publish our views and outlook for the year ahead).
With a month to go Will Hamilton, John Green and Kane Baranow discuss 2019 and the year that was.
This month we discuss global growth and try to look at Australia on a relative basis and its valuations on an apples with apples basis with world markets.
The reason why is because many markets, including the United States, are trading on a 12-month trailing earnings PE ratio above their 10-year average. The US is on 22.7 times against its average of 19.7 times whereas Australia is trading at a discount 0f 18.5 times against its 10-year average of 19.2 times.
Simply looking at markets in these terms though is like comparing apples and watermelons.
Click below to Find out More.
Hamilton Wealth Management in conjunction with Invesco hosted a fantastic dinner with Richard Murray, CEO of JB Hi-Fi, on Thursday 29th August 2019, at Kooyong Lawn Tennis Club, to discuss Retail in the new environment.
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.