INSight #179 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why more volatile conditions benefit long-short strategies.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Dion Hershan of Yarra Capital Management joins James Dunn from The Inside Network to explain why advisers must challenge clients’ home bias and address...
Thinktank ‘s Lauren Ryan outlines the key questions advisers should ask when evaluating a private credit investment, covering income stream sources, fund...
What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
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...
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...