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 #324 with Alex Lennard from Ruffer
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on navigating persistent inflation and higher volatility.
INSight #322 with Alex Lennard from Ruffer
Alex Lennard from Ruffer speaks to Laurence Parker-Brown from The Inside Network on whether this is a temporary challenge or are these drivers structural.
INSight #449 with Roy Keenan from Yarra Capital Management
Roy Keenan from Yarra Capital Management shares insights with Mishan Dahia from Atchison on balanced returns without added risk.
One blend that weathers any market: INSight #467 with Marc Jocum from Global X Australia
Marc Jocum of Global X Australia explains why blending GARP and dividend ETFs creates a resilient, low-maintenance allocation for almost any client portfolio.
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...
The GARP suite just got local: INSight #466 with Jason Ye from S&P Dow Jones Indices
Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.
ETFs are evolving fast for Australian advisers: INSight #465 with Marc Jocum from Global X
Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...