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INSight #387 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on growth drivers and opportunities.

The Inside Adviser | 31st Oct 2024 | More
INSight #386 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on things beyond passive exposure.

The Inside Adviser | 29th Oct 2024 | More
INSight #385 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on how to think about Aussie bluechips.

The Inside Adviser | 25th Oct 2024 | More
  • INSight #384 with Dion Hershan from Yarra Capital Management

    Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on the challenging macro environment for Australian equities.

    The Inside Adviser | 21st Oct 2024 | More
    INSight #249 with Fiona Ker from Ruffer

    Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on how Ruffer sees volatility behaving in markets in 2023.

    The Inside Adviser | 4th Apr 2023 | More
    INSight #248 with Fiona Ker from Ruffer

    Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on the limits of where Ruffer can invest.

    The Inside Adviser | 31st Mar 2023 | More
  • Firming iron ore steels Australian market

    Rising iron ore prices helped mining heavyweights BHP Group, Rio Tinto, Fortescue Metals and Mineral Resources on Thursday, and in turn that helped to push the major indices higher. The benchmark S&P/ASX200 index finished Thursday up 3.8 points at 7,255.4, while the broader All Ordinaries gained 3.9 points to 7,460. Iron ore has risen 15 per cent since the start of 2023, on optimism…

    James Dunn | 3rd Mar 2023 | More
    China optimism surge sparks miners

    Optimism for mining stocks battled a downturn in the big banks in deciding the direction for the Australian share market on Wednesday, with the banks prevailing just enough to see the benchmark S&P/ASX 200 close 6.8 points, or 0.1 per cent, lower at 7251.6, while the broader All Ordinaries Index retreated 1.9 points to 7456.1. The bullishness for the miners…

    James Dunn | 2nd Mar 2023 | More
  • Retail rally points to rising rates

    Australian retail sales rebounded in January as household spending defied inflation and higher borrowing costs, strengthening the case for the Reserve Bank to keep raising interest rates, and run a “higher for longer” rates scenario, taking its cue from its central bank peers in the US and Europe. Retail sales rose 1.9 per cent in January after…

    James Dunn | 1st Mar 2023 | More
    Australian market struggling for energy

    The benchmark S&P/ASX 200 Index fell 39.8 points, or 0.5 per cent on Thursday to 7490.3; while the broader All Ordinaries index dropped 44.7 points, or 0.6 per cent, to 7695.8. Energy was in the spotlight, with the Mike Cannon-Brookes-backed AGL Energy plunging 82 cents, or 10 per cent, to $7.12 after the company downgraded full-year earnings guidance, cut its dividend and reported…

    Drew Meredith | 10th Feb 2023 | More
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