INSight #306 with Alec Cutler from Orbis Investments
Alec Cutler from Orbis Investments speaks to James Dunn from The Inside Network on the revenge of the stock-picker.
INSight
Monday 4th December 2023
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Non-bank income at scale | INSight #494 with David Dix from Thinktank
With 20 years in non-bank lending and no missed interest payments, Thinktank’s David Dix explains what the firm brings to the wealth channel.
INSight #484 with Pzena's Caroline Cai on deep value's unfinished run
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
INSight #468 with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.
INSight #475 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.
The commercial property enigma with Bruce Wan from MaxCap Group
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...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...
The rise of private equity secondaries with Charlotte Morris
In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...