Tuesday 22nd June 2021
INSight #97 with Pete Robinson from CIP Asset Management
Pete Robinson from CIP Asset Management shares insights on what mark-to-market mean in the context of credit.
INSight #477 with Dion Hershan from Yarra Capital Management
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
INSight #454 with Tom Patrick from Barwon Investment Partners
Tom Patrick from Barwon Investment Partners shares insights with Laurence Parker-Brown from The Inside Network on selecting the right healthcare assets.
INSight #321 with Alex Lennard from Ruffer
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on whether we are at the start of a regime and what is underpinning...
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.