Bonds equities correlation in 2023: IN60 with Fiona Ker from Ruffer
Fiona Ker from Ruffer speaks to James Dunn from The Inside Network for our IN60 series.
Uncategorized
Thursday 16th March 2023
Share
M&A bonanza shows no signs of slowing
The M&A boom is set to continue in 2022 according to deals frenzy set to continue into 2022, according to Corrs Chambers Westgarth’s M&A 2022...
INSight #70 with Paul Nagy from Epsilon Direct Lending
Paul Nagy from Epsilon Direct Lending shares insights with James Dunn from The Inside Network on where private credit sits in a traditional portfolio.
ASX falls three points on RBA reset, materials sink, retailers outperform
The local sharemarket managed to keep losses to just 3 points on Thursday despite a significant selloff in the materials sector, which fell 2 per cent. This...
Advisers can no longer ignore the macro
With volatility and inflation on the rise, things aren’t looking too good for the near future; that’s the broad view of the Global Macro team at JP...
Podcast
Presented by
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...
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...
BIT #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to...