InvestTalk with Adam Deering


Information for advice professionals only.

BT Investment Solutions and Belinda Wong, Wellington Management.

In this episode, Adam Deering from BT Investment Solutions explains the team’s approach to constructing international share multi manager portfolios.  Adam is joined by Belinda Wong, equity research analyst with the Wellington Global Opportunistic Value team. Adam and the investment team recently increased their allocation to Wellington’s Global Opportunistic Value strategy. Belinda discusses how the Wellington Global Opportunistic Value team approach value investing, using their recent investment in Compass Group PLC as a case study.  Belinda also provides insights into the recent earnings season and where the team is finding interesting opportunities.

You can also access this podcast via Soundcloud.

This podcast addresses some important considerations for advisers in situations where their clients have become totally and permanently disabled, or terminally ill, in terms of possible courses of action with respect to their superannuation, both in the short and long term.

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.