Insights

October 31 2019

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 […]

October 1 2019

Investor Insight 80, October 2019

Hamilton Wealth Insights

In our calendar year 3Q 2019 review and outlook for asset classes, we also discuss the unprecedented environment markets are operating in at the moment. Some are saying that the current market environment is the most difficult in recent memory, but the truth is that markets have never been “easy”. Click below to find […]

September 1 2019

Investor Insight 79, September 2019

Hamilton Wealth Insights

August saw volatility return to investment markets as geo-political risk rose again creating the one thing that markets dislike…uncertainty! This month we discuss the above in addition to touching on our visit to Fund Managers in Hong and Singapore as well as the very disappointing performance of active Funds Management last financial year in domestic […]

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