Monday 3rd March 2025
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
Institutions already allocate between 20 and 40 percent to private assets but most private wealth clients sit at almost zero. Christian Ryan of FinCap makes...
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network for our INSight series on the key learnings of SPIVA.
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
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...
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
