INSight #322 with Alex Lennard from Ruffer
Alex Lennard from Ruffer speaks to Laurence Parker-Brown from The Inside Network on whether this is a temporary challenge or are these drivers structural.
INSight
Tuesday 26th December 2023
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INSight #478 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
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.
Non-bank income at scale | INSight #494 with David Dix from Thinktank
With 20 years in non-bank lending and no missed interest payments, Thinktank’s David Dix explains what the firm brings to the wealth channel.
Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...
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...
Innovation and the future of HNW advice with Denis Orrock from Praemium
Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...
Fixed income in focus with Jessica Tan from S&P Dow Jones Indices
What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...
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...