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 #71 with Joe Millward from Epsilon Direct Lending
Joe Millward from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on how illiquidity premium benefit investors.
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...
Overweight Brazilian stocks: INSight #487 with Caroline Cai from Pzena Investment Management
High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...
Non-bank income at scale | INSight #494 with David Dix from Thinktank
With 20 years in non-bank lending and no missed interest payments, Thinktank’s David Dix explains what the firm brings to the wealth channel.
Filling the defensive income gap | INSight #493 with David Dix from Thinktank
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
Core, satellite and sequencing risk: INSight #489 with Andrew Wielandt from DP Wealth Advisory
In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...
Passive indexes, active deployment: INSight #488 with Daniel Kelly from Viola Private Wealth
Daniel Kelly of Viola Private Wealth explains when passive makes the most sense, where active still earns its place, and how GDP, inflation, and retail...