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The ‘glory years’ and beyond: Wattle Partners says retirement needs ‘new mindset’

The approach of retirement requires a profound change in how investors approach markets and construct portfolios, including arranging their income needs around three distinct periods of retired life, the financial advice firm’s founders said.

Lisa Uhlman | 1st Nov 2023 | More
As ‘normalcy’ returns, investors should rethink their risk appetite

With monetary policy returning to what could best be described as normal settings, investors need to adapt to the changing circumstances, writes Wattle Partners principal Drew Meredith. It’s time to move away from risky growth assets and stop building portfolios for a ‘zero-rate’ environment.

Drew Meredith | 2nd Aug 2023 | More
Opportunities abound, but don’t let recency bias have the last laugh

Investors and advisers have a tendency to extrapolate recent events into the future, and the last six months have shown how dangerous this can be. For those reviewing and building portfolios as the new financial year begins, five key issues should be front of mind.

Drew Meredith | 7th Jul 2023 | More
  • How to invest in bonds (the biggest winner from RBA rate hikes)

    The RBA’s sharp policy shift towards higher rates has put significant wind in the tail of “boring, old” bonds. But do Australians understand the role they play in the fixed income spectrum, and what they can do for portfolios?

    Drew Meredith | 30th Jun 2023 | More
    Active vs. passive reimagined: When imperfect is perfect

    The popular debate lacks nuance. Neither is foolproof but both can play a crucial role in building portfolio resistance and balancing the risk/reward dynamic.

    Drew Meredith | 23rd Jun 2023 | More
    Wealth transfer should start with financial literacy, not dollars: Wattle Partners

    Much of what keeps Australian investors up at night – and the biggest investment mistakes they make – could be avoided through a greater focus on financial literacy, especially as markets “start acting like markets again”, the private wealth manager’s directors Jamie Nemtsas and Drew Meredith said.

    Lisa Uhlman | 17th May 2023 | More
  • Super caps: Keep calm and carry on (for now)

    The Treasurer’s plan to limit concessional tax treatment within super at $3 million comes without a lot of the details required for effective retirement planning. Making bold changes now could be costly, says Wattle Partners principal Drew Meredith.

    Drew Meredith | 8th Mar 2023 | More
    Advisers avoid cash ETFs but favour ETFs for growth

    ETFs have “well and truly taken over from actively managed funds” in investor preference for growth investments, advisers say – but when it comes to cash, they recommend eschewing the increasingly popular ETFs in favour of direct investments.

    Nicki Bourlioufas | 17th Feb 2023 | More
  • Has there been a better time for retirees to invest?

    Ever since the GFC, interest rates around the world have been on a trajectory to zero, which acted as a proxy tax on investing for retirement for millions. But the current economic is a whole new ball game, writes Drew Meredith.

    Drew Meredith | 2nd Feb 2023 | More
    Bringing performance into context after a shocking 2022

    Australia may have fared better than its international peers, but markets still took a pummelling in 2022, with traditional safe havens and equities alike bearing the brunt in a wildly dislocated market.

    Drew Meredith | 27th Jan 2023 | More