Monday 18th September 2023
Nick Langley from ClearBridge Investments speaks with Laurence Parker-Brown at The Inside Network's Investment Leaders Forum in Queenstown, New Zealand on the metatrends in infrastructure keeping managers awake at night.
Alistair Jones from Leadenhall Capital Partners speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia.
Joss Engebretsen from Barwon Investment Partners speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia. Joss...
At INAUS: Investment Leaders Forum in Noosa, Bryan High of Barings tells James Dunn that private credit’s expansion demands discipline. He warns against...
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.
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...
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
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...
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,...
