INSight #387 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on the most exciting Ex20 ASX opportunities and their common thread.
INSight
Thursday 31st October 2024
Share
The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners
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,...
INSight #470 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 on measuring consistent outperformance.
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...
Three things make private assets work: INSight #483 with Christian Ryan from FinCap
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.
AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...
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...
Investment dynamism with Paul Saliba from SQM Research
Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...
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...