Hamilton Wealth Podcast

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.

At the beginning of the calendar year we reiterated our view that 2022 would not be a repeat of 2021.

With the devastating war in the Ukraine and the focus on inflation and interest rates in January of this year, markets have not only experienced downside but uncertainty and volatility.

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.

We believe there is a strong theme supporting the economy and markets currently, namely the weight of cash or liquidity in the system. There is justifiable concern about Evergrande and slowing growth in China, energy prices, inflation and supply line constraints. Any market weakness is however met by a wall of buying as cash on the sidelines comes in and provides support. We have analysed the areas of concern and it is worthwhile discussing them further to put them into context.