Cameron McCormack

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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 over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

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And that's a great proxy for for I guess expressing um or investing in the quality.

Now, in terms of you know the genesis behind it, what you find investing in quality companies is

That they provide defensive characteristics.

So they typically outperform in, I guess, more challenging economic environments.

So when economic growth is a little bit weaker, when inflation is a little bit lower as well.

And it has historically outperformed in during periods of higher market volatility.

So we talked about the VIX, the VIX index being a great proxy.

Mm.

So the VIX index is looking at

S P five hundred options market, looking at the implied volatility on those.

And when you s typically see the VIX index increase, it's a great gauge for market volatility.

And that's fearful and that sort of stuff.

People are fearful and that sort of stuff, yeah.

And that really has historically been a rack a prompt for a flight to quality.

Right.

Um in terms of yeah.

Yeah.

So it's I guess a considered way in terms of investing in international equities.

And again, it's the strategy.

has been around for more than 10 years and has historically outperformed the Minsky World Ex Australia Index.

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