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Podcast 35 – Investor Insight, January 2020, The Year Ahead
Ian Gillies talks to Will Hamilton, John Green and Kane Baranow about our Asset Allocation position and outlook as we head into 2020. 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 […]
Podcast 34 – Investor Insight, 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). With a month to go Will […]
Podcast 33 – Investor Insight, November 2019
John Green discusses with Will Hamilton global growth and they 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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