INSight #446 with Lauren Ryan from Thinktank
Lauren Ryan from Thinktank speaks to Laurence Parker-Brown from The Inside Network on the red flags advisers should look for when assessing private credit managers.
Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on measuring consistent outperformance.
AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...