INSight #419 with Nick Dignam from Fortitude Investment Partners
Nick Dignam from Fortitude Investment Partners shares insights with Lachlan Maddock from The Inside Network on how niche sectors have influenced the investment approach.
Thursday 6th 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...
Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.
Jessica Tan of S&P Dow Jones Indices discusses what the S&P/ASX iBoxx Australian Fixed Interest Series tracks and how this market has evolved.
Jessica Tan of S&P Dow Jones Indices explains how key indices have expanded dramatically and why advisers should be paying close attention to this space...
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
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,...