Tuesday 25th October 2022
Alex Lennard from Ruffer speaks with James Dunn at The Inside Network's Asset Allocation & Portfolio Construction Symposium on 'inverting the telescope' and what clients hate the most.
At INAUS: Investment Leaders Forum in Noosa, Manusha Samaraweera of Capital Group tells James Dunn that fixed income has moved beyond its adjustment phase. He...
Adam Reisler from StepStone Group speaks to James Dunn at The Inside Network’s Alternatives Symposium in Cape Schanck, VIC. Adam highlights opportunities...
At INAUS: Investment Leaders Forum in Noosa, Bryan High of Barings tells James Dunn that private credit’s expansion demands discipline. He warns against...
John Stover outlines a flexible credit strategy that blends investment-grade and high-yield bonds, rotating exposures in response to market conditions to...
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
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 this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
