INSight #261 with Victoria Hardie from HMC Capital
Victoria Hardie from HMC Capital shares insights with Peter White from The Inside Network on constructive, friendly activism to drive long term returns.
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Thursday 29th June 2023
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"We are in a different world" where industry dynamics will drive returns
"We spend the majority of our research time on understanding industries," explained Catherine Allfrey, portfolio manager of Wavestone Capital, when presenting...
INSight #406 with Jake Elmhirst from Coller Capital
Jake Elmhirst from Coller Capital speaks to James Dunn from The Inside Network on what private equity secondaries are.
China lockdowns hit sharemarket, materials, energy slump, EML tanks
News that Beijing was set to follow Shanghai into massive lockdowns to avert the threat of Omicron sent global share markets into a shockwave in this shortened...
INSight #187 with David Ross from Northleaf Capital Partners
David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on how private credit endured the pandemic.
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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 #11 The commercial property enigma with Bruce Wan from MaxCap Group
The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...
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 #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...