INSight #359 with Jonathon Pullin from Barwon Investment Partners
Jonathon Pullin from Barwon Investment Partners shares insights with Laurence Parker-Brown from The Inside Network on where a first-mortgage-debt strategy fits into a portfolio.
INSight
Monday 29th July 2024
Share
INSight #463 with Josh Lee from Link Wealth Advice and Levera Solutions
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on misconceptions about outsourcing.
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.
INSight #469 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 for our INSight series on the key learnings of SPIVA.
INSight #477 with Dion Hershan from Yarra Capital Management
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
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...
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...
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...
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...