Market thinkers: INDepth with Doug Goodwille from Kayne Anderson
Doug Goodwille from Kayne Anderson speaks to Drew Meredith from The Inside Network on market thinkers.
INDepth
Wednesday 6th November 2024
Share
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...
Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.
Mid-market private equity wins on risk-reward: INDepth with Jack Wasserman from Pantheon
Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...
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...
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...
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...
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...
Innovation and the future of HNW advice with Denis Orrock from Praemium
Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...