The return of value: INDepth with Ben Preston from Orbis Investments
Ben Preston from Orbis Investments goes in-depth with James Dunn from The Inside Network on the return of value.
INDepth
Tuesday 27th February 2024
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Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.
The reality of active vs index investing: INDepth with 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 on SPIVA: The reality of active vs index investing.
Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices
Jessica Tan from S&P Dow Jones Indices goes in-depth with Laurence Parker-Brown from The Inside Network on smarter fixed income, starting with better...
Making private markets work in adviser portfolios: INDepth with Christian Ryan OLY from FinCap
Christian Ryan OLY from FinCap goes in-depth to Laurence Parker-Brown from The Inside Network on making private markets work in adviser portfolios for our...
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...
The new captains of capital with Mike Wright from Lonsec
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
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...
The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...