Hamilton Wealth Podcast

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.