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Brilliant Investment Thinking by Advisers for Advisers.
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INSight #229 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on why private debt fund managers tend to make better investors.

Private real estate debt in Australia: INDepth with Damien Cronin from Alceon

Damien Cronin from Alceon goes in depth with Peter White from The Inside Network on ‘Private Real Estate Debt in Australia’.

Don't believe the inflation hype

From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current 'emergency' settings by the Reserve...

The role and outlook for credit in 2021

Michael Karagianis who is the head of NFP and Retail Partnerships at JANA Investment Advisers presented “The role and outlook for credit” at The...

Rosy outlook for corporate earnings may turn out grey

Corporate profit growth is expected to moderate, especially in sectors focused on consumer sales, and mining companies have seen large downgrades. Meanwhile,...

Podcast

BIT #7: The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with The Inside Network managing editor Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed...

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 #2: Investment dynamism with Paul Saliba from SQM Research

The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year...

BIT #14: Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...