Tom Hamilton hosts Managing Partner of HWP Will Hamilton as they delve into the world of central banks, inflation, and market impacts. Gain valuable insights on recent interest rate hikes, their motivations, and the potential consequences for e
Will Hamilton discusses the test to traditional portfolio construction theory however, lower growth will support our position to buy government bonds at some stage as well as a once in a decade buying opportunity for equity markets.
Will Hamilton looks at the sell off across asset classes and provides insights as to where we believe this is heading and what it means for portfolio construction.
At the beginning of the calendar year we reiterated our view that 2022 would not be a repeat of 2021.With the devastating war in the Ukraine and the focus on inflation and interest rates in January of this year, markets have not only experien
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 suppl
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.