GLOBAL INVESTMENT INSIGHTS

“The US is starting to be seen as having an element of sovereign risk. This is already evident from the decrease in inflows, as investors are looking to diversify globally across asset classes.”

- Will Hamilton founded Hamilton Wealth Partners (HWP) in 2013. Bringing nearly four decades of experience to the table, Will leads HWP’s strategic initiatives tailored to “keeping wealthy families wealthy”, ensuring they receive unparalleled value with a strong focus on client experience and communication.

Throughout his career, Will has navigated numerous investment cycles across different continents, including Australia, Hong Kong, and London. This global exposure has deepened his appreciation for the complexity and volatility of the investment markets.

In this exclusive interview with Global Investment Institute, Will discusses HWP’s approach to portfolio construction, whether the 60/40 portfolio is losing relevance, navigating the shift between public and private markets, how investors should think about their exposure to the US, the future of the USD as the reserve currency, and how intergenerational wealth transfer is influencing emerging investment trends.

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“The global bull market will continue, despite fears around recent volatility, fiscal policy and geopolitics. We expect European equities and Value to continue to lead global performance in the second half of 2025, building on their initial start in the first half of the year, albeit with expectations for US and Growth to also fare well.”

- Michael Hanson is a Senior Vice President at Fisher Investments and is responsible for the development of capital markets and securities research. He is also a member of their five-person Investment Policy Committee (IPC). As a collective, the IPC have full discretion and accountability for all portfolio themes, security section and portfolio construction.

Michael will be presenting at Global Investment Institute’s upcoming Equities Investment Forum, taking place on Wednesday, 10 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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July 2025

Current featured job vacancies and opportunities include roles at ACC, Australian Retirement Trust, AustralianSuper, Cbus, CIM Group, Evidentia Group, Fidelity International, Frontier Advisors, Future Fund, Goldman Sachs, HESTA, Hostplus, Janus Henderson Investors, J.P. Morgan Asset Management, Macquarie Asset Management, Mutual Trust, Octopus Australia, Skip Capital, Southern Steel Group, and Zenith Investment Partners.

If you would like us to promote a job vacancy at your organisation for executive and senior investment roles, please email Nicole Browne, Global Investment Institute.

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“As access to institutional-quality investment opportunities improves, more Not-For-Profits are exploring asset classes like private markets, alternative credit, and thematic investments. That said, many organisations are still unaware that these options are available to them.”

- Michael Vassilopoulos is a Director - Investments at WTW, based in Melbourne. He is a Strategist and WTW’s Not-For-Profit sector lead, currently working with a range of Not-For-Profit clients.

Michael has gained extensive experience advising university and foundation clients on their investment purpose and beliefs, multi-asset class investment strategies and ensuring the alignment of their investment portfolios with their organisational and philanthropic mission.

In this exclusive interview with Global Investment Institute, Michael discusses the key investment challenges facing Not-For-Profits, how their asset allocation differs from other institutions, emerging trends in NFP investment strategies, how the Total Portfolio Approach differs from Strategic Asset Allocation and how NFPs and Family Offices can adopt the Total Portfolio Approach.

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“As market regimes shift more frequently, from inflation spikes to rate shocks to geopolitical dislocations, gold’s ability to adapt and perform across environments remains a key advantage. It’s not about gold outperforming everything; it’s about what gold does when other assets don’t. For long-term investors, that asymmetric response is core to building durable portfolios.”

- Marissa Salim joined the World Gold Council in 2024 and works in the Research team as Senior Research Lead, APAC. Previously, she worked at Preqin where she oversaw the development and implementation of research initiatives for private market investments for the APAC region.

Marissa will be presenting at Global Investment Institute’s upcoming Family Office Investment Forum, taking place on Tuesday, 9 September 2025 at the Grand Hyatt Melbourne, Victoria. To register your interest in attending, click here or for more information email zlatan@globalii.com.au.

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“We expect an increasing demand for private market investments (especially infrastructure – around digital and climate transitions), at the same time as believing the world is evolving to a new order of re-onshoring and deglobalisation.”

- Stewart Brentnall joined TCorp as the Chief Investment Officer in 2017, where he leads their investment management business and is responsible for advice and management of A$118 billion of funds across the NSW Government, including pension assets, insurance reserves and a central sovereign fund to invest long term Debt Retirement assets and to recycle infrastructure sales proceeds.

In this exclusive interview with Global Investment Institute, Stewart discusses the macroeconomic trends shaping asset allocation, the impact of TCorp’s OneFund implementation, how the portfolio is being positioned for long-term structural shifts, the evolution of TCorp’s asset mix and shares a personal story offering practical insights for investors.

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