Cameron McCormack

speaker
292 appearances 1 recordings 1 series first heard Sep 2026 last heard yesterday

Cameron McCormack’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
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Recordings per month over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

Appearances

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And um South Korea, you know, another area that's um very dominant in the space as well.
Yeah, so if you look at I guess the overall makeup of um miski acqui.
So miski acqui is the mark like the benchmark for um global equities.
So the whole strong markets.
Australian equities, emerging markets, developed markets.
Um emerging markets, in terms of the weighting to that, is a smaller component of it.
So it's just a virtue of I guess capturing
um the global equities because just reflecting, I guess, that weighting.
Right.
Um, but you know, has grown um more recently and that's, you know, a key, a key, a key reason.
Now in terms of, you know, why I guess multi factor, not just investing in, say, the benchmark.
Now, when it comes to I'm gonna I'm gonna reflict I'm gonna flick back to develop markets.
So
We think about quality investing in terms of, you know, it's being defensive.
Yep.
And what you find is um if the US is, you know, in a weaker environment, typically Europe's in a weaker environment, typically Japan's in a weaker environment.
So there's unison in terms of where they are in the the economic cycle.
Um whereas you look at say emerging markets, they're all fragmented.
So you might say
see, you know, Taiwan and and South Korea are in that expansion environment.
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