INSight #272 with Cameron Brownjohn from Federation Asset Management
Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on how ongoing high interest rates will impact PE activity.
Friday 21st July 2023
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.
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on what makes Levera different.
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
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...
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...
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...