INSight #439 with David Keir from Dundas Global Investors
David Keir from Dundas Global Investors shares insights with James Dunn from The Inside Network on reversing the payout ratio.
Ryan Synnot from Arrow Private Wealth speaks to James Dunn for our Adviser Insights series on positioning portfolios and having client conversations. Ryan...
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
Jessica Tan of S&P Dow Jones Indices discusses what the S&P/ASX iBoxx Australian Fixed Interest Series tracks and how this market has evolved.
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...
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...