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.

Warning – This is not a bubble

The easiest call to make in 2021 is that the market is overvalued, or for those preferring hyperbole, suggest that everything is in a ‘bubble’. Whilst there is no doubt some assets and stocks that are trading well above their

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Dealing with design and distribution obligations

It’s a wonder that financial advisers have much time to actually provide advice to their clients in 2021. Following a whirlwind of regulatory changes, education requirements, platform outages and increased reporting, more time than ever is being spent on compliance.

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Attention advisers: Stop undercharging

Listening into a webinar this week, there was an extensive discussion about the fact that very few, if any, financial advisers in the industry are pricing their clients appropriately. The theme of the discussion may well be right; however, the

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Eight ways to win more HNW clients

High-net-worth (HNW) investors are the holy grail for any competent financial adviser. These are typically educated, experienced professionals and business owners who are seeking to establish long-term relationships and trust the adviser as an expert. Naturally, attracting these clients to

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Pandemic exposes folly of macro

It has been a difficult few years, or perhaps decades, for forecasters of all kinds. Whether it was election polling that failed to predict both Trump’s and Morrison’s stunning wins, or the UK’s Brexit; spiralling coronavirus case numbers; or those

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Advice in the age of free trading

“If something is free, you are the product” This quote attributed to sculptor Richard Serra in 1973 was well ahead of its time, but offers a unique insight into the evolution of financial markets in the 2020’s. Just last week

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Separating good stock picking from momentum

Hindsight is a wonderful thing. Looking back at the events of the last 18 months, it becomes abundantly clear what actions both investment advisers and fund managers should have taken, yet this offers little in the way of insights into

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Who will repay the debt?

Despite a brief moment in the sun during the depths of the pandemic, Modern Monetary Theory or MMT, somewhat disappointingly remains on the fringes of economic and financial market analysis. Mainstream economists, but particularly politicians from both ends of the

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Outlook for global growth shares ‘better than ever’

Munro Partners and its chief investment officer, Nick Griffin, seem to have a unique ability to look beyond the day-to-day noise that occurs in financial markets and frame the opportunity for global growth equities in seemingly simple terms. Since starting

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