INSight #249 with Fiona Ker from Ruffer
Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on how Ruffer sees volatility behaving in markets in 2023.
INSight
Tuesday 4th April 2023
Share
INSight #481 with Christian Ryan from FinCap
Two risks stand between advisers and private asset allocations: understanding and liquidity. Christian Ryan of FinCap breaks down why getting both right is...
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.
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 #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...
Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
The new captains of capital with Mike Wright from Lonsec
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management
Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...