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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #339 with Ludovic Theau from Australian Ethical

Ludovic Theau from Australian Ethical speaks to Laurence Parker-Brown from The Inside Network on what has changed across this investment theme in the last few years.

 

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 #476 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.

Three loan types for a conservative portfolio | INSight #398 with Jonathon Pullin from Barwon

Barwon’s Jonathon Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return.

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.

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...

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...

The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...