Thursday 14th August 2025
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.
At INAUS: Investment Leaders Forum in Noosa, Zac Midalia of Alceon tells James Dunn that operational efficiency, tech adoption, and high‑performance...
Joseph Ziller of Ziller Funds Management on why 90% of founder-led stocks are discarded, and what separates the top 10% that earn asymmetric returns.
Barwon’s Jonathan Pullin on ASIC’s REP 820 findings, avoiding construction loan risk and why the federal budget favours real estate credit lenders...
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
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...
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...
