INSight #470 with Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on measuring consistent outperformance.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...