Wednesday 23rd November 2022
Joe Millward from Epsilon Direct Lending goes in-depth with James Dunn from The Inside Network on an agile mid cap lender delivering attractive recurring income to investors.
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...
Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...
Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...
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.
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...
