Inflation? Don't sweat it. Here's why. Ft. Drew Meredith, CFP
In this episode of The Australian Investors Podcast analyst Owen Rask and Wattle Partners financial adviser Drew Meredith, CFP walk you through what it takes to build an inflation-resistant portfolio.
In this episode, Owen puts some hard questions to Drew about how he manages diversified portfolios for clients at Wattle Partners.
The list of questions and talking points include:
- How are you dealing with inflation in client portfolios?
- How has your portfolio positioning changed between 2021 and 2022?
- Do you get worried by sell-offs, and how do you prepare for that?
- Instead of bonds, what are three things in your "defensive alternatives" bucket right now?
- With inflation rising, how can investors get protection? See below.
Here are Drew's notes on his answer to question number-five:
- There is no perfect protection
- The threat is you put too much capital into one outcome and miss out on the alternatives
- Rules remain pretty simple
- Avoid junk, small, micro, non-profitable companies
- Stick with capital
- Remain diversified into multiple asset classes
- Have some hedges like
- Gold, silver
- Inflation-linked bonds
- Floating rate securities
- For shares:
- Buy cheaper, but quality companies
- Invest in companies exposed to key themes that are still occurring, regardless of inflation
Get in touch with Owen or Drew:
- Owen's Twitter - say g'day!
- Send Drew an email via Wattle Partners
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~~ A note for transparency: we receive nothing ~~
Rask, the publisher of the podcast series, is a privately owned company. It's owned and run by Owen. But you should know that Drew is a shareholder in The Rask Group Pty Ltd, and Wattle Partners provides us with operational support (e.g. we share an office space). But to be clear: Rask does not receive anything from Drew or Wattle Partners appearing on the show, or if you decide to his/their services. Owen and Drew are just like-minded investors who want to help people invest better. You can find out more by reading Rask's Financial Services Guide -- or simply by asking Owen or Drew.
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“The best part was the disclaimer” – said no-one ever
This information warning is actually important (that’s why we write it in the same size font... unlike our competitors).
This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.
Date of recording: January 25nd, 2022
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