Monday 20th July 2026
High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why Brazil offers that opportunity in spades right now.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.
FinCap’s Christian Ryan explains growing adviser interest in private markets, from the search for alternative returns to the everyday tangibility of...
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
