The magic of micro-caps: INDepth with Joel Fleming from Yarra Capital Management
Joel Fleming from Yarra Capital Management goes in-depth with James Dunn from The Inside Network on the magic of micro-caps.
INDepth
Wednesday 16th July 2025
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The reality of active vs index investing: INDepth with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA: The reality of active vs index investing.
Making private markets work in adviser portfolios: INDepth with Christian Ryan OLY from FinCap
Christian Ryan OLY from FinCap goes in-depth to Laurence Parker-Brown from The Inside Network on making private markets work in adviser portfolios for our...
Private credit due diligence: INDepth with David Dix from Thinktank
Thinktank’s David Dix on filling defensive portfolio gaps, three due diligence questions advisers should ask, and why private credit is emerging as a...
Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
S&P Dow Jones Indices’ Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both...
The discipline of doubt with Invesco’s Andrew Hall
What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...
Global real estate: income and the contrarian case with David Kruth from Dexus
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...
Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
Real returns from real assets with John Taylor from Dexus
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...