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INSight #307 with Alec Cutler from Orbis Investments

Alec Cutler from Orbis Investments speaks to James Dunn from The Inside Network on diversification in name only.

Did the great recession of 2023 just pass us by, or is it still lurking?

Did one of the most widely forecast recessions just fail to materialise, Neuberger Berman asks, or are we entering a false dawn that could see investors trip...

ASX to lift as US tech stocks jump

ASX stronger, Greensill risk expands, Vocus (ASX:VOC) deal confirmed  The ASX200 finished 0.5% higher in a mixed day for the market, with the IT...

Industry super fund returns impacted by volatility

According to Chant West Research, the median ‘Balanced’ industry super fund delivered a return of 3.0% for the entirety of 2020; not a bad result...

The real winners of the AI revolution are hiding in plain sight

Don't miss the most compelling story in the AI world. A hint: it might not be front-and-centre in the headlines or the stratospheric share price rises.

Podcast

BIT #13: The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

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...

BIT #3: Super fund benchmarking with Ian Fryer from Chant West

Investor Strategy News editor Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around...

BIT #9: The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. The Inside...