InvestTalk with Adam Deering

Podcast

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.

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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.
Podcast

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