Preparing for the next decade: INDepth with Alec Cutler from Orbis Investments
Alec Cutler from Orbis Investments goes in-depth with James Dunn from The Inside Network on sunrise on venus: preparing for the next decade.
INDepth
Thursday 30th November 2023
Share
Making private markets work in adviser portfolios: INDepth with Christian Ryan OLY from FinCap
Christian Ryan OLY from FinCap goes in-depth to Laurence Parker-Brown from The Inside Network on making private markets work in adviser portfolios for our...
Land scarcity meets steady demand | INDepth with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity and demand support sustainable rental growth in metro industrial, citing an Acacia Ridge refurbishment.
One size does not fit all capital: INDepth with Daniel Chersky from Alceon
Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...
Private credit secondary markets | INDepth with Jack Wasserman from Pantheon
Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building...
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...
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...
Real returns from real assets with John Taylor from Dexus
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...
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...