INSight #349 with Roy Keenan from Yarra Capital Management
Roy Keenan from Yarra Capital Management shares insights with James Dunn from The Inside Network on risk management.
INSight
Monday 6th May 2024
Share
INSight #479 Breaking the Home Bias with Dion Hershan from Yarra Capital Management
Dion Hershan of Yarra Capital Management joins James Dunn from The Inside Network to explain why advisers must challenge clients’ home bias and address...
Private credit comes of age | INSight #396 with Jonathon Pullin from Barwon
Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.
INSight #468 with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.
Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
The rise of private equity secondaries with Charlotte Morris
In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...
Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds
Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property’s move from plain sheds to technology-rich...
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...
The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management
In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...