Tuesday 21st April 2026
Chris Wallis from Vaughan Nelson Investment Management speaks to James Dunn at The Inside Network's Investment Leaders Forum in Noosa, Australia.
Chris asserts the era of cheap money is over, shifting focus to fundamental value, favouring under‑invested sectors like energy and infrastructure while avoiding overvalued software incumbents, urging strict discipline on return on capital.
Tobias Bucks from Ausbil Investment Management talks about the research discipline when markets are driven by noise, macro and momentum.
Barwon’s Jonathan Pullin on ASIC’s REP 820 findings, avoiding construction loan risk and why the federal budget favours real estate credit lenders...
Chloé Brayne from Colonial First State speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck. Chloé spotlights the...
Michael Mark of PineBridge Investments on why traditional sectors are a flawed compass, and how a life cycle approach delivers style-neutral performance in any...
Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...
Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...
Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...
