The return of value: INDepth with Ben Preston from Orbis Investments
Ben Preston from Orbis Investments goes in-depth with James Dunn from The Inside Network on the return of value.
INDepth
Tuesday 27th February 2024
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Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
S&P Dow Jones Indices’ Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both...
The reality of active vs index investing: INDepth 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: The reality of active vs index investing.
Brazil, AI and deep value: INDepth with Caroline Cai from Pzena Investment Management
Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...
Investing in essential systems: INDepth with Nick Langley from ClearBridge
ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...
Global real estate: income and the contrarian case with David Kruth from Dexus
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
Super fund benchmarking with Ian Fryer from Chant West
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
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...
Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...