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Investor Insight 83, January 2020, The Year Ahead
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 […]
Investor Insight 82, December 2019 – The Year that was
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). Click below to Find out More […]
Investor Insight 81, November 2019
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 […]
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