INSight #396 with Scott Bennett from Invesco
Scott Bennett from Invesco shares insights with James Dunn from The Inside Network on the three inefficiencies in small cap investing.
INSight
Monday 11th November 2024
Share
INSight #484 with Pzena's Caroline Cai on deep value's unfinished run
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Filling the defensive income gap | INSight #493 with David Dix from Thinktank
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Dividend and GARP are built differently: INSight #464 with Jason Ye from S&P Dow Jones Indices
GARP and dividend indices look similar from the outside but work very differently. Jason Ye of S&P Dow Jones Indices breaks down the construction behind...
Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
The new captains of capital with Mike Wright from Lonsec
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X
In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...