Australian Ethical Adviser Voice Series with The Inside Network: Drew Meredith
Meet Drew Meredith - a financial planner Investing with Heart
Analysis
Tuesday 14th February 2023
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Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
Is value finally back? What the new earnings cycle means for advisers
Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...
Biodiversity tools disagree: What Melbourne research means for adviser due diligence
When biodiversity scores can’t agree on who the worst offenders are, advisers need to know what’s really behind those glossy green numbers.
Mean reversion: powerful until the regime shifts
Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...
Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...
Stability in a volatile world with Andrew McVeigh from Remara
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...