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.

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Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 1.

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The Money Puzzle · Building a shock-proof investment portfolio · 15 Jul 2026 podcast

And it is an approach for some people.

And as we said, if you've got your asset allocation right, you're never going to protect against downside, but you're hopefully a portfolio.

If it's constructed properly amongst them within asset classes, it will bend, it won't break.

And having a cash buffer, if that's the right for you, especially those in retirement phase, it's not a bad idea.

The crash buffer, I think, is right for the right people.

And in fact, for those that are very conservative, this is all it is.

They've retired.

I think it's a great thing to do.

The other thing is never invest in something you don't understand.

So it doesn't matter if we recommend it.

We want to make sure the client understands what they're investing in.

And lastly, that

If there's anything illiquid, they understand that and they can withstand that as well in their portfolio.

So there's sort of a few golden rules that should never be broken.

Well, the big thing is, and we saw that in 2022, is the correlation between bonds and equities.

And this is the big debate, is the 60-40 portfolio dead, being that correlation between bonds and equities.

And in 2022, when interest rates went up, equity market fell.

You lost money in both areas at the same time.

So...

You need to also look at, and we didn't capture that downside in bonds because we went to zero duration.

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