INSight #271 with Cameron Brownjohn from Federation Asset Management
Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on what to consider before making an allocation to private equity.
INSight
Tuesday 18th July 2023
Share
Three loan types for a conservative portfolio | INSight #398 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return.
AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...
Elevated rates, strong income | INSight #496 with Lauren Ryan from Thinktank
Thinktank’s Lauren Ryan explains why elevated RBA cash rates are supporting a strong, reliable income stream from the firm’s pool of existing...
Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
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...
Advicetech attraction with Pete Worn from Finura Group
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...
The illusion of diversification with Alison Savas from Orbis Investments
Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...