INSight #436 with David Keir from Dundas Global Investors
David Keir from Dundas Global Investors speaks to James Dunn from The Inside Network on the importance of dividend growth.
Ryan Synnot from Arrow Private Wealth speaks to James Dunn for our Adviser Insights series on positioning portfolios and having client conversations. Ryan...
Thinktank’s Lauren Ryan explains why elevated RBA cash rates are supporting a strong, reliable income stream from the firm’s pool of existing...
Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...
Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...
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,...
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...
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...
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...