Thursday 9th July 2020
INSight #7 with Ned Bell from Bell Asset Management
Ned Bell from Bell Asset Management shares insights with Giselle Roux from The Inside Network on which FAANG is likely to disappoint.
INSight #274 with Cameron Brownjohn from Federation Asset Management
Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on how liquid allocations are in private equity...
INSight #399 with David Chan from MLC
David Chan from MLC shares insights with Laurence Parker-Brown from The Inside Network on why an investor would consider PE allocations over listed equities.
INSight #2 with Andrew Canobi from Franklin Templeton
Andrew Canobi from Franklin Templeton shares insights with James Dunn from The Inside Network on why bonds are more exciting than equities.
Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Three loan types for a conservative portfolio | INSight #398 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return.
Real estate credit: know where you sit on risk | INSight #397 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.