INSight #169 with Alex Lennard from Ruffer
Alex Lennard from Ruffer shares insights with Peter White from The Inside Network on whether Ruffer can take the defensive position of bonds in a portfolio.
Ryan Synnot from Arrow Private Wealth speaks to James Dunn for our Adviser Insights series on positioning portfolios and having client conversations. Ryan...
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
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.
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
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...
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...