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.

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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ASX flat as value rotation continues

ASX flat as value rotation continues, Premier (ASX:PMV) hits record  The ASX200 (ASX:XJO) eked out a 0.1% gain for the day, with the ‘value’ rotation in full swing. The strengthening oil price combined with a weaker USD sent the sector 4.2% higher, Origin

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ASX200 slide continues

ASX200 slide continues, tech darlings under pressure, Altium (ASX:ALU) revenue falls, weaker open ahead The ASX200 (ASX:XJO) couldn’t hold sustain early gains, falling another 0.3% on Tuesday with the financial sector the only real positive. National Australia Bank (ASX:NAB) lead the sector higher

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ASX down 0.9%, Bitcoin falls 20%

Blistering start slows, ASX down 0.9%, bond rates higher, Bitcoin falls 20% After a blistering opening to the year in which the ASX200 (ASX:XJO) added 2.6%, attention once again turned to the economic outlook, sending the ASX200 down 0.9% on Monday. Every sector but

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ASX struggles under COVID-19 weight

ASX struggles under COVID-19 weight, banks fall, retail sales recover The ASX200 (ASX:XJO) struggled today, falling 1.1%, as concern around the NSW COVID-19 outbreak weighed on sentiment at the same time that volumes fall ahead of the Christmas break. Every sector finished lower apart

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ASX finishes flat

ASX finishes flat, border closures hit travel, AGL Energy downgrades, weaker open ahead The ASX200 (ASX:XJO) finished flat to begin the week, with news that US politicians finally agreed on a USD$900 billion stimulus package not enough to offset the NSW outbreak and subsequent border

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Winning streak hits seven weeks

Winning streak hits seven weeks, A2 Milk (ASX:A2M) and Mesoblast (ASX:MSB) battered The ASX200 (ASX:XJO) managed to overcome a 1.2% fall to cap off the seventh straight week of gains, adding 0.5%. The IT sector continued to lead the way behind Afterpay (ASX:APT), finishing

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ASX200 slide continues

ASX200 slide continues, tech darlings under pressure, Altium (ASX:ALU) revenue falls, weaker open ahead The ASX200 (ASX:XJO) couldn’t hold sustain

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ASX finishes flat

ASX finishes flat, border closures hit travel, AGL Energy downgrades, weaker open ahead The ASX200 (ASX:XJO) finished flat to begin

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