INSight #379 with Nick Miller from Fortitude Investment Partners
Nick Miller from Fortitude Investment Partners shares insights with Lachlan Maddock from The Inside Network on how the focus on domestic mid-market private equity differs.
INSight
Tuesday 27th August 2024
Share
INSight #481 with Christian Ryan from FinCap
Two risks stand between advisers and private asset allocations: understanding and liquidity. Christian Ryan of FinCap breaks down why getting both right is...
Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...
Private credit comes of age | INSight #396 with Jonathon Pullin from Barwon
Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.
Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...
The illusion of diversification with Alison Savas from Orbis Investments
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management
In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...
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...