Monday 18th September 2023
Bob Desmond from Claremont Global speaks with Laurence Parker-Brown at The Inside Network's Investment Leaders Forum in Queenstown, New Zealand on the courage of high conviction investing.
Tobias Bucks of Ausbil on why passive’s lack of valuation discovery creates a gift for bottom-up investors, and the one lesson every investor must learn.
Catherine Evans from Kit Legal speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia.
At INAUS: Investment Leaders Forum in Noosa, Manusha Samaraweera of Capital Group tells James Dunn that fixed income has moved beyond its adjustment phase. He...
Andrew Hall from Invesco speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia. Andrew discusses the...
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
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...
