INSight #202 with Andrew Lockhart from Metrics Credit Partners
Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on what benefits private debt can provide a balanced portfolio.
INSight
Tuesday 16th August 2022
Share
Filling the defensive income gap | INSight #493 with David Dix from Thinktank
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
INSight #475 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.
INSight #471 with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.
Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...
AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...