Thursday 9th July 2020
INSight #11 with Ashton Reid from Martin Currie
Ashton Reid from Martin Currie shares insights with Giselle Roux from The Inside Network on what red flag would stop you investing.
INSight #478 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
INSight #260 with Victoria Hardie from HMC Capital
Victoria Hardie from HMC Capital shares insights with Peter White from The Inside Network on what key thematic or demographic trends are being targeted.
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...
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.
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...
Dividend and GARP are built differently: INSight #464 with Jason Ye from S&P Dow Jones Indices
GARP and dividend indices look similar from the outside but work very differently. Jason Ye of S&P Dow Jones Indices breaks down the construction behind...