INSight #187 with David Ross from Northleaf Capital Partners
David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on how private credit endured the pandemic.
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.
Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.
High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...
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...