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Drew Meredith

Publishing Editor

Drew is Contributing Publisher of the Inside Investor and the Inside Adviser. Drew is an experienced financial adviser, as well as a regular contributor to the Unconventional Wisdom Journal, Money magazine, the Australian Financial Review and various other trade publications. 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.

Drew Meredith results

Magellan goes cold on China as volatility reshapes portfolio

Magellan has abandoned its long-standing Chinese positions and cast a keen eye over financials as it attempts to weather an environment of more persistent inflation. Magellan has remained in the headlines on a near daily basis, with continued uncertainty around the return of CIO and founder Hamish Douglass, who took medical leave in early February….

Drew Meredith | 27th Apr 2022 | More
China lockdowns hit sharemarket, materials, energy slump, EML tanks

News that Beijing was set to follow Shanghai into massive lockdowns to avert the threat of Omicron sent global share markets into a shockwave in this shortened week. The S&P/ASX200 fell another 2.1 per cent with every sector lower, led by the materials and energy sectors which fell 5.1 and 4 per cent respectively. The…

Drew Meredith | 27th Apr 2022 | More
Market rally sustained, NZ inflation hits 30 year high, Challenger, Brambles surges on upgrade

It was another positive day for the local sharemarket with retreating bond yields and more positive stock-specific news sending the S&P/ASX200 another 0.3 per cent higher. In a surprising turn, both the materials and technology sectors underperformed, down 2.6 and 1.6 per cent respectively, while the real estate and industrial sectors added over 2 per…

Drew Meredith | 22nd Apr 2022 | More
Market flat as commodities fall, Ramsay’s massive payday, Santos announces buyback

It was a flat day for the local bourse, with the S&P/ASX200 managing to deliver a gain of just four points or 0.05 per cent as the dualling pull of falling commodity prices and a surge in healthcare offset each other. The materials sector was down 1.5 per cent and energy 0.6, with every other…

Drew Meredith | 21st Apr 2022 | More
Market rallies despite rate hike discussion, City Chic tanks, AMP nearing sale

 The shortened week has begun positively with the S&P/ASX200 gaining 0.6 per cent despite lower-than-normal volumes. The release of the RBA’s policy meeting minutes dominated the conversation with commentary around the proximity of rate hikes now suggesting they will come sooner rather than later. The result was the perceived ‘inflation hedges’ within the market outperforming,…

Drew Meredith | 20th Apr 2022 | More
  • Market falls as yield surge, oil price hit, gold miners shine

    It was another weak day for the local market with every major sector falling on Tuesday and dragging the S&P/ASX200 down another 0.4 per cent. The primary driver remains the oil price, which fell by 4 per cent, and the surging bond yields impacting valuations. This trend has benefitted the gold mining sector which contributed…

    Drew Meredith | 13th Apr 2022 | More
    Market reverses early gains, bond yield hits 3 per cent, GrainCorp jumps

    It was another volatile day for the S&P/ASX200, with the market trading significantly higher before reversing gains to finish up just 0.1 per cent. The market and individual sectors continue to diverge on a daily basis as the pressure of the 10-year Australian government bond yield impacts valuations very differently. The financial and banking sector…

    Drew Meredith | 12th Apr 2022 | More
    Market weakens as unwind looms, Platinum hits record low, GrainCorp surge continues

    A strong rally to close out the week, with the S&P/ASX200 finishing 0.5 per cent higher, wasn’t enough to offset downward pressure during the week, with the market ultimately losing 0.2 per cent. Performance was varied on Friday, with materials and industrials both outperforming, gaining 1.3 and 0.9 per cent amid surging commodity prices and…

    Drew Meredith | 11th Apr 2022 | More
    Higher rates don’t mean the end of fixed income

    There has been a saying in markets for the last few years that fixed-income investments, favoured for their guaranteed returns and correlation benefits, have actually become “fixed-loss.” The driving factor was the threat (and now, realisation) that bond yields and cash rates were set to turn higher, reversing a four-decade tailwind. Naturally, these types of…

    Drew Meredith | 8th Apr 2022 | More
    Tech pushes market lower, Magellan jumps despite outflows, defensives the standout

    The threat of quantitative tightening extended to Australia on Thursday, with the S&P/ASX200 being dragged down another 0.6 per cent almost solely due to the technology sector. Just three sectors finished higher during the session, being perceived defensive companies in the utilities and staples sector, with the technology sector falling another 3.4 per cent. The…

    Drew Meredith | 8th Apr 2022 | More
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