Thursday 9th July 2020
INSight #10 with Ashton Reid from Martin Currie
Ashton Reid from Martin Currie shares insights with Giselle Roux from The Inside Network on the most disruptive company in his portfolio.
INSight #144 with Chris Siniakov from Franklin Templeton
Chris Siniakov from Franklin Templeton shares insights with James Dunn from The Inside Network on ‘How does you investment process deal with the low...
INSight #82 with Richard Galvin from Digital Asset Capital Management
Richard Galvin from Digital Asset Capital Management shares insights on whether the recent highs in Bitcoin has increased interest in DACM.
INSight #266 with Mick Wright-Smith from Epsilon Direct Lending
Mick Wright-Smith from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on opportunities in mid-market lending.
Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Three loan types for a conservative portfolio | INSight #398 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return.
Real estate credit: know where you sit on risk | INSight #397 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.