INSight #363 with Jonathon Pullin from Barwon Investment Partners
Jonathon Pullin from Barwon Investment Partners speaks to Laurence Parker-Brown from The Inside Network on the key criteria for borrower selection in this first mortgage fund.
Wednesday 14th August 2024
Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...