Where private credit returns come from: IN60 with Andrew McDonnell from Arrowpoint Capital
Andrew McDonnell from Arrowpoint Capital speaks to James Dunn from The Inside Network on where private credit comes from.
IN60
Thursday 22nd August 2024
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Beyond the index, Hawaii, biking and gratitude: IN60 with Sue Lee from S&P Dow Jones Indices
S&P Dow Jones Indices’ Sue Lee on her go-to coffee, favourite city, daily gratitude ritual and the one thing that always lifts her mood.
Markets in one word, nuts: IN60 with Caroline Cai from Pzena Investment Management
Pzena’s Caroline Cai skips the Melbourne coffee, prefers silence on walks and has just one word for mid-2026 markets. Her answer is not what you would...
Get to know Christian: IN60 with Christian Ryan from FinCap
Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.
Get to know Sue Lee from S&P Dow Jones Indices
Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network for our IN60 series.
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...
Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management
Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...
Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Global real estate: income and the contrarian case with David Kruth from Dexus
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...