The opportunity set in senior secured loans: INDepth with Ashley O'Connor from Invesco
Ashley O'Connor from Invesco goes in-depth with James Dunn from The Inside Network on the opportunity set in senior secured loans.
INDepth
Monday 18th September 2023
Share
Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.
Investing in essential systems: INDepth with Nick Langley from ClearBridge
ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...
Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices unpacks the S&P/ASX iBoxx Fixed Interest Series and what surging kangaroo bond growth means for advisers.
Mid-market private equity wins on risk-reward: INDepth with Jack Wasserman from Pantheon
Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
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...
Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...