Will Hamilton
speaker
539 appearances
3 recordings
1 series
first heard May 2026
last heard 2d ago
Will Hamilton’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.
Appearances
In a growth portfolio, it's 14.5%.
It has never been lower.
And as I said, that's maximum.
With some clients, we are half that, zero at their request, especially since the budget has said there are some difficulties in this economy, which are going to mean that the earnings are going to be more difficult than the prospects offshore, be it
the US, be it Japan, be it Europe, that they can see better opportunity with global exposure and say, Europe, you don't need to, you know, just, there are a lot of global companies there and that's, you know, emerging markets, which we talked about before as well.
I think this is going to continue to be a trend.
I can't see a reason to be increasing your exposure to Australia at the moment at all.
Yes.
So I think a strategic allocation in Australia, which has been coming down.
So what is your benchmark in Australia?
Every year we review that strategic allocation at
It's been coming down every year for the last decade.
And then our tactical allocation, so that's against the strategic benchmark.
We're underweight.
Well, one, we've just been talking about asset allocation, and you'd never have all your assets in one bucket, so to speak, especially the Japanese market.
You are waiting in Japan's 2%.
So...
I think that we do, for certain clients, talk about having a crash buffer or keeping some cash.
And you've got to remember that as you get cash flow coming in, so let's say you have two years and you've got, simple fact is, dividends and interest rates, et cetera, get paid.
It actually ends up being more than two years.
Showing 341–360 of 539 · page 18 of 27
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