The Money Puzzle podcast: Building a shock-proof investment portfolio 2026 strategies and market trends

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation.

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation.

Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode.

In today's show, we cover:
The essentials of portfolio allocation 
Tactical portfolio shifts in 2026
The trouble with bonds
Why emerging markets are running hot 

Behind all the market jargon and sophisticated language of wealth managers, there is one gold rule for investors: Don't put all your eggs in one basket. It's time to dig deep on diversification and portfolio allocation.
Will Hamilton of Hamilton Wealth Partners joins Associate Editor James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The essentials of portfolio allocation&nbsp;</li>
<li>Tactical portfolio shifts in 2026</li>
<li>The trouble with bonds</li>
<li>Why emerging markets are running hot&nbsp;</li>
</ul>

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

Building a shock-proof investment portfolio 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/9750cd9f-7822-4764-be08-b4870072bc14/transcript

Higher taxes, an aging population and hopeless productivity growth ...is Australia the best place to put your money?

Higher taxes, an aging population and hopeless productivity growth ...is Australia the best place to put your money?

In today's show, we cover...


What investors can draw from the government's inter-generational report
Does the productivity gap with the US explain Wall Street's superior returns?
Why rates will be higher for longer
Gold takes a step backwards in its forward march


Paul Bloxham, chief economist at HSBC Australia, joins Associate Editor James Kirby in this episode

Higher taxes, an aging population and hopeless productivity growth ...is Australia the best place to put your money? In today's show, we cover... 
<ul>
<li>What investors can draw from the government's inter-generational report</li>
<li>Does the productivity gap with the US explain Wall Street's superior returns?</li>
<li>Why rates will be higher for longer</li>
<li>Gold takes a step backwards in its forward march</li>
</ul>
 Paul Bloxham, chief economist at HSBC Australia, joins Associate Editor James Kirby in this episode

Higher rates, lower returns: Is Australia still investable?

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/f91fbd13-6780-4d11-82c9-b4d40001f68f/transcript

Investing in Your Family Home vs. Building a Share Portfolio: Which Strategy Wins?

The removal of negative gearing from existing residential property, coupled with sliding values for investment property, has changed the game for every investor. 

The removal of negative gearing from existing residential property, coupled with sliding values for investment property, has changed the game for every investor. The new dilemma is whether you invest in your CGT free family home or instead place that money in the long-running bull market for shares.

Stuart Wemyss of the Prosolution Private Office joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
Running the numbers on the family home versus a share portfolio
Gearing into the share market while only paying a mortgage rate of interest
The power of Exchange Traded Funds in a geared share portfolio
Why foreign currency in a local bank is not guaranteed

The removal of negative gearing from existing residential property, coupled with sliding values for investment property, has changed the game for every investor. The new dilemma is whether you invest in your CGT free family home or instead place that money in the long-running bull market for shares.
Stuart Wemyss of the Prosolution Private Office joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>Running the numbers on the family home versus a share portfolio</li>
<li>Gearing into the share market while only paying a mortgage rate of interest</li>
<li>The power of Exchange Traded Funds in a geared share portfolio</li>
<li>Why foreign currency in a local bank is not guaranteed</li>
</ul>

Investing in your home versus building a share portfolio  

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e73f9128-3596-42c4-aa05-b4d7000d75d6/transcript

UniSuper CIO John Pearce: Navigating Shares, Bonds, and AI IPOs

Managing $175 billion for UniSuper would keep anyone on their toes. It also helps to clarify a clear view on every asset class from US shares to private credit. 

Managing $175 billion for UniSuper would keep anyone on their toes. It also helps to clarify a clear view on every asset class from US shares to private credit. So what does UniSuper's chief investment officer think will happen next?

John Pearce, the chief investment officer at UniSuper joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
The outlook for shares
Why a 'back to normal' bond market has an upside
Keeping clear of AI-linked IPOs
The true definition of a 'balanced fund'  

Managing $175 billion for UniSuper would keep anyone on their toes. It also helps to clarify a clear view on every asset class from US shares to private credit. So what does UniSuper's chief investment officer think will happen next?
John Pearce, the chief investment officer at UniSuper joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The outlook for shares</li>
<li>Why a 'back to normal' bond market has an upside</li>
<li>Keeping clear of AI-linked IPOs</li>
<li>The true definition of a 'balanced fund'&nbsp;&nbsp; </li>
</ul>

Why the $175 billion man still likes the sharemarket (with UniSuper's John Pearce)

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/5a9a2e3d-304e-48c7-9aae-b4d6007f746e/transcript

Building a shock-proof investment portfolio

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