INSight #178 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on what systems to use when assessing your long and short positions.
INSight
Monday 9th May 2022
Share
Private markets' adviser pull: INSight #480 with Christian Ryan from FinCap
FinCap’s Christian Ryan explains growing adviser interest in private markets, from the search for alternative returns to the everyday tangibility of...
Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...
The next big shift? INSight #482 with Christian Ryan from FinCap
Institutions already allocate between 20 and 40 percent to private assets but most private wealth clients sit at almost zero. Christian Ryan of FinCap makes...
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...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...
Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...