Tuesday 14th December 2021
INSight #156 with Joseph Koh from Schroders
Joseph Koh from Schroders shares insights with Peter White from The Inside Network on ‘What’s your highest conviction short idea currently?’
INSight #418 with Nick Dignam from Fortitude Investment Partners
Nick Dignam from Fortitude Investment Partners shares insights with Lachlan Maddock from The Inside Network on what makes Australia mid-market private equity...
INSight #234 with Andrew Lockhart from Metrics Credit Partners
Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on if choppy seas are ahead for commercial real estate...
INSight #324 with Alex Lennard from Ruffer
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on navigating persistent inflation and higher volatility.
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.