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INSight

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Real estate credit: know where you sit on risk | INSight #397 with Jonathan Pullin from Barwon

Barwon's Jonathan Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.

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INSight #469 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network for our INSight series on the key learnings of SPIVA.

AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management

AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...

Dividend and GARP are built differently: INSight #464 with Jason Ye from S&P Dow Jones Indices

GARP and dividend indices look similar from the outside but work very differently. Jason Ye of S&P Dow Jones Indices breaks down the construction behind...

INSight #481 with Christian Ryan from FinCap

Two risks stand between advisers and private asset allocations: understanding and liquidity. Christian Ryan of FinCap breaks down why getting both right is...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management

Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...

Fixed income in focus with Jessica Tan from S&P Dow Jones Indices

What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...