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 #112 with Sebastian Evans from NAOS Asset Management
Sebastian Evans from NAOS Asset Management shares INSights with Peter White from The Inside Network on ‘You have a 1% pledge, can you tell us what this...
INSight #281 with Travis Prentice from EAM Investors
Travis Prentice from EAM Investors shares insights with James Dunn from The Inside Network on why global caps now.
INSight #24 with Alfred Chown from Energy Technologies Ltd
Alfred Chown from Energy Technologies Ltd shares insights with James Dunn from The Inside Network on the importance of infrastructure and defence post-Covid.
One blend that weathers any market: INSight #467 with Marc Jocum from Global X Australia
Marc Jocum of Global X Australia explains why blending GARP and dividend ETFs creates a resilient, low-maintenance allocation for almost any client portfolio.
AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
The GARP suite just got local: INSight #466 with Jason Ye from S&P Dow Jones Indices
Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.
ETFs are evolving fast for Australian advisers: INSight #465 with Marc Jocum from Global X
Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...