Will Hamilton talks to the AFR how a holding in gold could become standard in portfolios across the globe as investors, both institutional and retail, look to hedge against the potential for a sharp rise in inflation over the next few years.
Suddenly, everyone is talking about inflation.
This has been exacerbated by the Federal Reserve (The Fed) in the US dumping its policy of deploying monetary policy to maintain two per cent inflation.
In his latest article in The Australian, Will Hamilton discusses the portfolio implications if we were to see the emergence of inflation.
Joyce also made some additional comments on the webinar in her weekly column also published on the 4th September, and that article can be accessed here.
Too expensive or too cheap? Whatever your position, right now sharemarket valuations are creating quite a debate.
Click here to read.
Looking more broadly, I believe there will be an increased focus on debt funds, distressed debt and restructuring funds as asset turnover increases. At the same time, there will be opportunistic investments that will be positive for returns.
Will Hamilton is referenced as is an article he wrote on the same subject in November of 2019.
US financial investment publication Barron’s and The Australian’s business magazine The Deal present Australia’s comprehensive list of financial advisers. The Top 100 Financial Advisers in Australia is based on an exhaustive, national survey. This list offers clients and advisers a unique guide to the leading practitioners in the sector. This package is a joint project between The Australian and Barron’s.
In short, the sector is shell-shocked. In fact, it is shrinking as some financial institutions give up on the now maligned notion of vertical integration under which a company can create financial products, then sell those same products. The end result is a generation leaving the industry in the face of higher standards and an unavoidable one-size-fits-all national exam that every adviser in Australia must pass.
