Managing rising inflation and volatility: INDepth with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital goes in-depth with Peter White from The Inside Network on managing rising inflation and volatility.
INDepth
Wednesday 4th May 2022
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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.
The reality of active vs index investing: INDepth with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA: The reality of active vs index investing.
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...
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,...
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...
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...
Stability in a volatile world with Andrew McVeigh from Remara
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
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...