INSight #311 with Bob Desmond from Claremont Global
Bob Desmond from Claremont Global shares insights with James Dunn from The Inside Network on the importance of not doing too much.
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
Dion Hershan of Yarra Capital Management joins James Dunn from The Inside Network to explain why advisers must challenge clients’ home bias and address...
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, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
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...
Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...