Monday 11th January 2021
INSight #46 with James Stewart
INSight #46 – ‘Which commodity offers the best supply-demand metrics?’, with James Stewart from Ausbil Investment Management.
INSight#117 with Ashok Bhatia from Neuberger Berman
Ashok Bhatia from Neuberger Berman shares insights with James Dunn from The Inside Network on ‘What is the outlook for credit over the medium term?”
INSight #184 with David Ross from Northleaf Capital Partners
David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on what is driving growth in private credit.
INSight #39 with Chin Liu from Amundi Pioneer
Chin Liu from Amundi Pioneer shares insights on what the difference is between traditional fixed interest and insurance-linked security bonds.
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...
Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders.
Three loan types for a conservative portfolio | INSight #398 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return.
Real estate credit: know where you sit on risk | INSight #397 with Jonathon Pullin from Barwon
Barwon’s Jonathon Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.