INSight #289 with Ashley O'Connor from Invesco
Ashley O'Connor from Invesco shares insights with James Dunn from The Inside Network on Invesco's strengths in senior secured loans.
INSight
Monday 9th October 2023
Share
INSight #479 Breaking the Home Bias with Dion Hershan from Yarra Capital Management
Dion Hershan of Yarra Capital Management joins James Dunn from The Inside Network to explain why advisers must challenge clients’ home bias and address...
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...
Private markets' adviser pull: INSight #480 with Christian Ryan from FinCap
FinCap’s Christian Ryan explains growing adviser interest in private markets, from the search for alternative returns to the everyday tangibility of...
Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
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...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Stability in a volatile world with Andrew McVeigh from Remara
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
Investment dynamism with Paul Saliba from SQM Research
Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...