Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...
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Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
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Fixed income in focus with Jessica Tan from S&P Dow Jones Indices
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...
Fixed income in focus with Jessica Tan from S&P Dow Jones Indices
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...
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Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
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Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
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Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
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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...
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...
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SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
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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...
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...
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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...
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...
One blend that weathers any market: INSight #467 with Marc Jocum from Global X Australia
Marc Jocum of Global X Australia explains why blending GARP and dividend ETFs creates a resilient, low-maintenance allocation for almost any client portfolio.
AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Get to know Christian: IN60 with Christian Ryan from FinCap
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.
The GARP suite just got local: INSight #466 with Jason Ye from S&P Dow Jones Indices
Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.