INSight #300 with Misha Mohl from HMC Capital
Misha Mohl from HMC Capital shares insights with Laurence Parker-Brown from The Inside Network on examples of successful turnaround stories.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Daniel Kelly of Viola Private Wealth explains when passive makes the most sense, where active still earns its place, and how GDP, inflation, and retail...
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
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...
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...
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...