INSight #290 with Adam Grotzinger from Neuberger Berman
Adam Grotzinger from Neuberger Berman shares insights with Laurence Parker-Brown on where they are headed in 2024.
INSight
Thursday 28th September 2023
Share
Three things make private assets work: INSight #483 with Christian Ryan from FinCap
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.
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...
INSight #469 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 for our INSight series on the key learnings of SPIVA.
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...
Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
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...
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...
Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...