INSight #401 with David Chan from MLC
David Chan from MLC shares insights with Laurence Parker-Brown from The Inside Network on how access to the larger pool of secondaries in PE helps diversification.
INSight
Monday 25th November 2024
Share
Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial
Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...
INSight #481 with Christian Ryan from FinCap
Two risks stand between advisers and private asset allocations: understanding and liquidity. Christian Ryan of FinCap breaks down why getting both right is...
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.
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.
Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Founder-led investing with Joseph Ziller from Ziller Funds Management
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
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 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...