Thursday 9th July 2020
INSight #7 with Ned Bell from Bell Asset Management
Ned Bell from Bell Asset Management shares insights with Giselle Roux from The Inside Network on which FAANG is likely to disappoint.
INSight #28 with Matthew Tomic from Conscious Investment Management
Matthew Tomic from Conscious Investment Management shares insights with Giselle Roux from The Inside Network on what our main energy source will be in the...
AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management
AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...
INSight #219 with Michael Birch from MDC Trilogy
Michael Birch from MDC Trilogy shares insights with Peter White from The Inside Network on the strategy behind his fund’s primary sources of income.
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.