INSight #316 with David Stonberg from Neuberger Berman
David Stonberg from Neuberger Berman speaks to James Dunn from The Inside Network on the key challenges with private markets.
INSight
Monday 11th December 2023
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The next big shift? INSight #482 with Christian Ryan from FinCap
Institutions already allocate between 20 and 40 percent to private assets but most private wealth clients sit at almost zero. Christian Ryan of FinCap makes...
INSight #472 with Jessica Tan from S&P Dow Jones Indices
Jessica Tan of S&P Dow Jones Indices discusses what the S&P/ASX iBoxx Australian Fixed Interest Series tracks and how this market has evolved.
ETFs are evolving fast for Australian advisers: INSight #465 with Marc Jocum from Global X
Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...
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...
Global real estate: income and the contrarian case with David Kruth from Dexus
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
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,...
Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Advicetech attraction with Pete Worn from Finura Group
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...