INSight #366 with Andrew Lakeman from Atlantic House
Andrew Lakeman from Atlantic House speaks to Laurence Parker-Brown from The Inside Network about the two core components in the uncorrelated strategies fund.
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
Ryan Synnot from Arrow Private Wealth speaks to James Dunn for our Adviser Insights series on positioning portfolios and having client conversations. Ryan...
Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
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...
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...