Hamilton Wealth Management: Recent Episodes
Hamilton Wealth Management
Hamilton Wealth Management is a privately owned, boutique private wealth management firm delivering personalised and attentive wealth management & financial advisory services to sophisticated individuals, families and not for profit institutions.
Wealth creation can carry different meaning from person to person. Through astute, personal advice and management, our team is able to achieve results that are tailored to our clients' financial goals and overall vision.
Personal attention is imperative to our wealth management relationships. We value an ongoing exchange with our clients to enable both parties to participate in the tailoring of successful investment strategies and solutions.
It is a privilege to be involved in our client's wealth management journey, helping them pursue and ultimately achieve their financial and wealth management goals.
While our Investment and Advisory services will always adhere to different requirements and needs, they are consistently driven by our desire to achieve financial stability and security for our clients.
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.
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 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.
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.