INSight #305 with Alec Cutler from Orbis Investments
Alec Cutler from Orbis Investments speaks with James Dunn from The Inside Network about Sunrise on Venus.
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
Jessica Tan of S&P Dow Jones Indices explains how key indices have expanded dramatically and why advisers should be paying close attention to this space...
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
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.
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...
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...