Thursday 8th August 2024
Jonathon Pullin from Barwon Investment Partners shares insights with Laurence Parker-Brown from The Inside Network on how you can dial down risk in the emerging category of non-bank lending.
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.
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...
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...
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...
