Preparing for the next decade: INDepth with Alec Cutler from Orbis Investments
Alec Cutler from Orbis Investments goes in-depth with James Dunn from The Inside Network on sunrise on venus: preparing for the next decade.
INDepth
Thursday 30th November 2023
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Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices unpacks the S&P/ASX iBoxx Fixed Interest Series and what surging kangaroo bond growth means for advisers.
Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.
The case for active management: INDepth with Richard Rauch from Franklin Templeton
Richard Rauch from Franklin Templeton speaks to Laurence Parker-Brown from The Inside Network on the case for active management in a new fixed income regime.
Private credit due diligence: INDepth with David Dix from Thinktank
Thinktank’s David Dix on filling defensive portfolio gaps, three due diligence questions advisers should ask, and why private credit is emerging as a...
Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
Founder-led investing with Joseph Ziller from Ziller Funds Management
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...
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,...