INSight #446 with Lauren Ryan from Thinktank
Lauren Ryan from Thinktank speaks to Laurence Parker-Brown from The Inside Network on the red flags advisers should look for when assessing private credit managers.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Index investing keeps growing for two simple reasons: performance and cost. Jan-Carl Plagge, of Vanguard, explains why many active funds fail to beat their...
Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...