INSight #299 with Misha Mohl from HMC Capital
Misha Mohl from HMC Capital shares insights to Laurence Parker-Brown from The Inside Network on less than the sum of its parts at Lend Lease Group.
INSight
Monday 13th November 2023
Share
Elevated rates, strong income | INSight #496 with Lauren Ryan from Thinktank
Thinktank’s Lauren Ryan explains why elevated RBA cash rates are supporting a strong, reliable income stream from the firm’s pool of existing...
INSight #476 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.
The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners
Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...
INSight #471 with Sue Lee from S&P Dow Jones Indices
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.
Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
The discipline of doubt with Invesco’s Andrew Hall
What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...
Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Fixed income in focus with Jessica Tan from S&P Dow Jones Indices
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...