Will Hamilton

speaker

322 appearances 2 recordings 1 series first heard May 2026 last heard 15 Jul

Will Hamilton’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

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

And secondly, you want to make sure you've got liquidity.

I think that's really important.

As I said before, we talked about infrastructure.

I think that's important.

But again, make sure you've got the right exposure to infrastructure.

And this is where I'm not pushing come to a firm like ours or our competitors, but just make sure you do your homework with respect to what your exposure is and just don't go and buy an evergreen

exposure to private equity.

Maybe there are some more liquid options that are listed on the stock exchange through ETFs or something like that that can give you that exposure.

But make sure you know what the underlying exposures are.

I think that's really important.

Well, when they talk about offshore, they're talking about Europe, they're talking about Japan.

I wouldn't look at the UK at the moment, having just returned from there.

It's good to see an economy which is just like Australia.

But you've got to remember the Australian market is dominated by banks, 30% by financial institutions.

And with what the budget's done and with the way the housing market outlook is,

These things depend on housing loans and they're not going to get that growth at the moment.

So this market, I've been quite outspoken.

We are underweight.

I've got clients that want to be further underweight, what our recommendation is.

Correct.

Showing 101–120 of 322 · page 6 of 17