Property market on the road to normalisation: INDepth with Clinton Arentz from Trilogy Funds
Clinton Arentz from Trilogy Funds goes in-depth with James Dunn from The Inside Network on the property market on the road to normalisation.
INDepth
Thursday 14th July 2022
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Brazil, AI and deep value: INDepth with Caroline Cai from Pzena Investment Management
Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...
Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
S&P Dow Jones Indices’ Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both...
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.
Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices
Jessica Tan from S&P Dow Jones Indices goes in-depth with Laurence Parker-Brown from The Inside Network on smarter fixed income, starting with better...
The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
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...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
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...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
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,...