INSight #248 with Fiona Ker from Ruffer
Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on the limits of where Ruffer can invest.
INSight
Friday 31st March 2023
Share
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.
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.
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...
INSight #484 with Pzena's Caroline Cai on deep value's unfinished run
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
The PE puzzle with Nick Miller from Fortitude Investment Partners
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
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...
The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...