Hamilton Wealth Podcast

Tom Hamilton hosts Managing Partner of HWP Will Hamilton as they delve into the world of central banks, inflation, and market impacts. Gain valuable insights on recent interest rate hikes, their motivations, and the potential consequences for economic activity.

Tom Hamilton host's Will Hamilton to discuss the HWP Scenario Analysis Chart

Will Hamilton, Kane Baranow and Michael Turner discuss our asset allocation positioning as well as the quarters asset class performance.

This month, how much further official cash rates may rise globally and when will central banks consider they have done enough?

Will Hamilton discusses the need to have a plan in place, as the buying opportunities will present themselves.

Tom Hamilton hosts Managing Partner Will Hamilton to dicuss the HWP outlook to 2023

Tom Hamilton hosts our reflection on 2022 as we hold ourselves to account and reflect on the past year.

Will Hamilton discusses the market volatility and where interest rates are heading post the Australian inflation figure.

Will Hamilton discusses market volatility with John Green, Michael Turner and Kane Baranow.

Will Hamilton discusses our strategy around asset allocation given higher interest rates and the fight against inflation.

Will Hamilton discusses the test to traditional portfolio construction theory however, lower growth will support our position to buy government bonds at some stage as well as a once in a decade buying opportunity for equity markets.

Will Hamilton looks at the sell off across asset classes and provides insights as to where we believe this is heading and what it means for portfolio construction.

Will Hamilton discusses the Fund Forum International conference in Europe and meetings with wealth managers.

Will Hamilton discusses the selloff in bonds finally catching up with equity markets as equities resumed their selloff and Why.

In the first quarter of 2022 we saw significant market volatility with conflict, inflation and higher interest rates creating uncertainty for investors. We look back on Q1 and discuss how we are positioned in this environment.

Will Hamilton discusses our asset class positioning and outlook for the reminder of 2022.

Will Hamilton looks at the market volatility that has been with us in January 2022.

Will Hamilton, John Green and Kane Baranow discuss our outlook for 2022.

Will Hamilton, John Green, Kane Baranow and Michael Turner discuss the year that was 2021.

Will Hamilton discusses what is keeping some awake at night and why equity markets are ignoring these.

Kane Baranow and Michael Turner review the past quarter for investment markets and discuss how we are positioning portfolios looking forward.

Will Hamilton discusses the three reasons we believe people will buy the dip on any equity market pullback.

Will Hamilton introduces Michael Turner as they discuss the themes of complacency and expectations in the markets.

Will Hamilton talks with John Green and Kane Baranow on the quarter that has been.

Will Hamilton discusses the impact of inflation in the short term and whilst there are two clear camps for the long term, we believe being nimble is the key.

Will Hamilton talks to John Green about equity valuations and how tax increases are coming through in other countries, will we follow suit?

Will Hamilton talks with John Green and Kane Baranow about how we have positioned portfolio's from an asset class perspective.

This month we discuss with some detail the risk/return basis around some asset allocation changes.

We discuss the prospects of being in a bubble and has complacency returned.

Will Hamilton looks to the year ahead

As with every year it is important that we hold ourselves to account on our published views so, as we approach the end of 2020, it is time to reflect on the year that has been.

Will Hamilton discusses the US election, COVID – 19 and what is happening in the real economy.

In Conversation with HWP: October Quarterly Update and Outlook including observations from the 2020 Federal Budget

In our latest Podcast Will Hamilton looks back at the third quarter of 2020 at asset class performance and our views looking forward into the end of the calendar year.

Sir John Key was Prime Minister of New Zealand from 2008 to 2016, having commenced his political career in 2002. Sir John had a long career in international finance, primarily for Bankers Trust in New Zealand and Merrill Lynch in Singapore, London and Sydney. He was previously a member of the Foreign Exchange Committee of the Federal Reserve Bank of New York (from 1999-2001).Sir John was made a Knight Grand Companion of the New Zealand Order of Merit in the 2017 Queen's Birthday Honours. In 2017 Sir John became a Companion of the Order of Australia for advancing the Australia-New Zealand bilateral relationship.Chairman: ANZ Bank New Zealand Limited (from 2018, Director from 2017).Director: Australia and New Zealand Banking Group Ltd (from 2018), Palo Alto Networks (from 2019).

Will Hamilton discusses a stock market at or near all-time highs and at the same time the greatest economic slowdown since the Great Depression. What is going on and why?

Hamilton Wealth Partners are thrilled to host Nicole Connolly (CEO & Founder) and Jonathon van Rooyen (CIO) from IPIF Management for our next installment in our Fund Manager series.The webinar was held on Thursday the 27th of August.About IPIF Australia's essential infrastructure assets – telecom, airports, toll roads, electrical grids and water plants – have a long history of delivering reliable returns. Yet many investors have had to forego the category thanks to lofty buy-ins and exclusive dealings. At IPIF, we didn't think that was fair. So we put together unlisted infrastructure funds that Australian wholesale investors can actually get in to.Founded in 2015, IPIF (Infrastructure Partners Investment Fund) currently manages nearly $200 million in investments. We have extensive experience in infrastructure, investment strategy, manager selection, and portfolio construction. We are independently owned and hold investments in the Funds ourselves. In a world filled with intangible concepts, IPIF's funds are made up of real, concrete assets that play an essential role in our everyday lives.

Damon Kitney has spent 25 years in financial journalism, including 16 years at The Australian Financial Review in a variety of writing and editing roles in Sydney, Melbourne, Canberra and Perth, and 5 years as a deputy editor of the newspaper. For the past decade he has been the Victorian Business Editor at The Australian newspaper, based in Melbourne. Damon's biography of James Packer: The Price of Fortune: The Untold Story of Being James Packer, was published in 2018.The Inner Sanctum is a sample of Damon Kitney's finest catch over a decade of working for The Australian newspaper. It is a product of his firm belief that behind the share prices, EBITDA and endless santised investor briefings, it is still human beings that are our leaders. From Mike Cannon-Brookes nursing his children or Malcolm Broomhead, Ray Horburgh and Kathryn Fagg talking about their cancer battles, to Paul Anderson recalling his wife's brush with death or Carol Schwartz or David Fox speaking affectionately about their beloved fathers, these are deeply personal stories that had never been told before.Some of the subjects in this book may have more wealth than any of us can ever imagine, run the biggest companies or sit on the most powerful boards in the land, yet they still have their own failings, trials and triumphs. The Inner Sanctum offers a different perspective on some of the nation's most celebrated leaders of the past decade. They are living proof that power and influence are one thing, but humanity conquers all.

Will Hamilton discusses equity markets and they are they cheap or expensive?

This is the first of regular quarterly updates where Will Hamilton, John Green and Kane Baranow will discuss our current outlook and strategy for the quarter ahead.

Hamilton Wealth Partners are excited to announce we will host a Webinar as part of its Thought Leader Series with Tony Burgess, Chairman of Flagstaff Partners Pty Ltd.Tony Burgess has over 35 years of experience in corporate finance in Melbourne, London and New York, and has advised on many major M&A and ECM transactions.He co-founded Flagstaff Partners, a leading independent corporate finance advisory firm, in 2009 and served as CEO until 2019.Tony was previously Global Co-Head of Mergers & Acquisitions at Deutsche Bank AG. In this role he was based in London and was a Member of the Executive Committee for the Global Banking Division. He joined Deutsche Bank in Australia in early 1998 and was Co-Head of Global Corporate Finance, Australia & New Zealand from 1998 to 2004 before relocating to London in 2004 to become European Head of Mergers & Acquisitions. He was previously Head of Corporate Finance at EL & C Baillieu and Joint Head of Corporate Finance at Potter Warburg.Tony holds an MBA (with Distinction) from Harvard Business School (1985) and a Bachelor of Commerce (with First Class Honours) from the University of Melbourne (1981). He is a former member of the Australian Takeovers Panel, a member of CPA Australia and a Fellow of the Financial Services Institute of Australia. He is Chairman of the Foundation for Business and Economics, University of Melbourne, a Governor of the Ian Potter Foundation, a Director of the listed investment company, Diversified United Investment Limited, a Director of Melbourne Business School Limited, a Director of Gandel Group Pty Ltd and a member of the board of management of Melbourne Theatre Company.

Ian Gillies talks to Will Hamilton at the start of the new financial year. What a second half. They look back as a recap and looked at what is potentially ahead of us.

Will Hamilton talks about how the COVID–19 crisis of the first half of 2020 has created enormous turbulence in Australian and overseas investment markets. Probably the biggest surprise has been the speed of both the correction in markets and the April relief rally, with ongoing volatility the outcome.The world has been affected not just in a social and economic sense but also in terms of human impacts and that is well understood. But it is the economic impact in particular that is only just starting to become apparent.

Paul is a co-founder and partner of Square Peg, which aspires to be the first choice partner for founders in Australia, Israel and South East Asia. Square Peg's portfolio comprises many businesses redefining their markets including Airwallex, Athena, Canva, ClimaCell, Deputy, Finaccel, Fiverr, Property Guru and Stripe. Paul is a Commissioner of the Australian Football League (AFL) and is on the board of the Peter MacCallum Cancer Foundation and the P&S Bassat Foundation. Paul also served as a director of Wesfarmers from 2012-2018. Paul co-founded SEEK in 1997 and served as CEO and then as Joint CEO from 1997-2011. SEEK operates market leading employment marketplaces and education businesses in Australia, China, Brazil, Mexico and throughout South East Asia.Paul started his career as a lawyer and practiced for 6 years. Paul holds a Bachelor of Laws and a Bachelor of Commerce from The University of Melbourne

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.

Chris Tinker is a founding partner of Libra Investment Services, an FCA regulated independent equity market research company.With more than 30 years of experience in the Financial Services Industry, he began his career as an Equity markets Economist in the City of London before moving onto research roles in fixed income, credit, currency and money markets and as an international equity strategist in London and Hong Kong. As well as writing and commenting on macro level issues, he has developed a range of stock level, quantitative valuation models for global equity markets which give him a unique insight into the dynamics of stock level measures of risk, valuation and expected return. These proprietary models form the cornerstone of Libra's award winning stock recommendation product and, when aggregated to market, sector or country level, provides insight and analysis of the top down situation “from the bottom up”.He is based in London and has a BA in Economics from Manchester University.

Harry joined DMP Asset Management Ltd's (DMPAM) predecessor company as Chief Executive Officer in 2001, a role he has continued with DMPAM since 2010. Harry spent 11 years with Mercury Asset Management managing client assets in London, Tokyo and Melbourne. During 6 years in Mercury's Melbourne office his roles included Manager, International Equities, Head of Australian Equities and acting Managing Director. In 1998 Harry moved to AXA as Chief Investment Officer of Australian operations prior to accepting the role of Chief Executive Officer of DMPAM's predecessor company in 2001. Harry was appointed Executive Chairman in November 2014 and Director of SG Hiscock & Company Limited in April 2019.

Mark Burgess is Chairman of the Investment Committee and Director of HESTA and advisor to global asset owners.He was previously CEO of the Future Fund, Australia's Sovereign Wealth Fund. He has worked internationally including as London based Executive Vice-Chairman and CEO of Credit Suisse Asset Management (EMEA) and Global CIO of Equities/Multi Assets. Other global CIO roles for American Express, Colonial First State and Bankers Trust.He is also currently Chairman of Yarra Capital, Chairman of Advisory Board of Jamieson Coote Bonds, Chairman- Asia for OMFIF – a global think tank focused on central banking and financial markets, board member of a large family office, advisor to IP Group – a leading investor in early stage academic research, Enterprise Professor at University of Melbourne and Chairman of Melbourne Girls Grammar School. He is governor of Cerebral Palsy Foundation and Chairman of DB Foundation – supporting state school students who reach tertiary education.

Alan's investment career began in 1980 in private equity at what is now 3i Group. He joined Ivory & Sime plc in 1983 to manage global equity portfolios. Before starting Dundas in 2010 he was CEO of Walter Scott & Partners Ltd, an Edinburgh-based global equity manager acquired by BNY Mellon in 2006.He is the former Chair of the endowment fund of the University of Edinburgh and holds a degree in Politics and Modern History from the same institution.

Presented by Will Hamilton. This podcast has been created by Hamilton Wealth Partners. Any advice contained in this podcast has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice in this document, Hamilton Wealth Partners recommends that you consider whether the advice is appropriate for your circumstances.

Presented by Will Hamilton. This podcast has been created by Hamilton Wealth Partners. Any advice contained in this podcast has been prepared without taking into account your objectives, financial situation or needs. Before acting on any advice in this document, Hamilton Wealth Partners recommends that you consider whether the advice is appropriate for your circumstances.