Author

Drew Meredith

Drew Meredith

Drew is contributor to The Inside Investor and The Inside Adviser. General Advice Disclosure: Where Drew's comments constitute advice, it is general advice only (AFSL383169). They have not considered the readers personal or individual circumstances. Readers should seek professional advice before acting on any comments.

“That was probably a mistake”

Warren Buffett is the first to admit that active investors can’t get it right every time, doing so once again at the Berkshire Hathaway (NYSE: BRK.A) annual shareholders meeting last week. The quotes of Buffett are an enigma in themselves,

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Has Tencent beaten Facebook at their own game?

Emerging markets, including China and India, have been among the most popular destinations for investors in recent months, with many attracted to their diversification benefits. There remains a common misconception that these countries are still the “manufacturer for the world,”

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Another bumper year for super funds despite the pandemic

Superannuation research house Chant West, part of the Zenith Investment Consulting group, this week published their quarterly performance update on the industry fund sector. Despite the volatility experienced in March, which spanned both bond and equity markets, returns continue to

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Can banks still be trusted for dividends in 2021?

May is shaping up to be one of the most important months for dividend-focused Australian investors, with bank reporting season beginning on May 3, with Westpac’s interim result. The unexpected strength of the sector was brought to light this week

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Are we talking about the wrong bubble?

“Am I worried about asset prices rising too quickly? At the moment, I don’t see anything that’s unsustainable”. “I recognise that low interest rates are one of the factors contributing to higher housing prices and that high and rising housing

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Is internalisation the best way forward?

It was surprising to hear that one of the Platinum Asset Management’s top performing managers, Joseph Lai, Portfolio Manager of the Platinum Asia Fund, had left the firm over Christmas. The fund had performed exceptionally well in 2020 and was

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