Episode 3: Optimism for the lucky country: Australian equities as a source of growth

After the sharp drawdown in March, the ASX200 is steadily regaining ground towards closing the calendar year out at flat or at a limited overall loss. Within the index, there have been bifurcations between the pandemic winners and losers with significant differences in performance. This session explores the challenges and opportunities posed by investing in domestic equities as Australia attempts to end lockdowns and resolve the coronavirus disruptions.

Speakers:
Leo Barry, portfolio manager, Fairview Equity Partners
Felicity Thomas, senior wealth adviser, Shaw and Partners
John Woods, portfolio manager, MLC
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial

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Fewer, clearer decisions: Hamilton Wealth takes the OCIO route

Fewer, clearer decisions: Hamilton Wealth takes the OCIO route

An idea that started with a conversation in New York has led to Hamilton Wealth Partners opt for an outsourced chief investment officer (OCIO) arrangement. The firm’s founder and chief executive, Will Hamilton, says he believes the payoff will be in better returns, improved client experience and increased advice capacity within the business.

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