INSight #173 with Adam Grotzinger from Neuberger Berman
Adam Grotzinger from Neuberger Berman shares insights with James Dunn from The Inside Network on whether government bonds can recover their status as portfolio hedges.
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Thursday 21st April 2022
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RBA 'losing patience', market pulls back from all-time high, iron ore surge
Tuesday was a similarly strong day for the Australian market, with the S&P/ASX200 moving within 1 per cent of an all-time high; despite the incredibly...
INSight#175 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on whether inflation is a major concern for Australian equity portfolios.
Optimism abound, ASX up 4.4% for the week
Optimism abound, ASX up 4.4% for the week, Macquarie (ASX:MQG) profit falls 32% The week finished where it began, the ASX 200 (ASX:XJO) adding 0.8% taking...
Gargantuan funds and the 'second six': The state of super and what members think about it
KPMG’s latest Super Insights report shows the future shape that the industry might take, with distinct cohorts of funds now emerging across size and service....
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BIT #15: Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, Partner and Chief Investment Officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
BIT #16: Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
BIT #6: The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Investor Strategy News editor Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get...
BIT #12: Real returns from real assets with John Taylor from Dexus
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...