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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #228 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on the benefits private debt brings to a traditional balanced portfolio.

 

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...

Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...

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.

INSight #476 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.

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...

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...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...