INSight #229 with Andrew Lockhart from Metrics Credit Partners
Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on why private debt fund managers tend to make better investors.
INSight
Tuesday 7th March 2023
Share
INSight #468 with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.
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.
The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners
Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...
Digging into private credit: INSight #495 with Lauren Ryan from Thinktank
Thinktank ‘s Lauren Ryan outlines the key questions advisers should ask when evaluating a private credit investment, covering income stream sources, fund...
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...
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...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
Value traps and income conviction with Andrew Hamilton from Antares Capital
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...