Tuesday 23rd July 2024
Jonathon Pullin from Barwon Investment Partners goes in-depth with Laurence Parker-Brown from The Inside Network on tactical investing in Australia's first-ranking mortgages.
Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...
Richard Rauch from Franklin Templeton speaks to Laurence Parker-Brown from The Inside Network on the case for active management in a new fixed income regime.
Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...
Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...
Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
