Evaluating a quality and growth-oriented company: INDepth with Bob Desmond from Claremont Global
Bob Desmond from Claremont Global speaks to James Dunn from The Inside Network on evaluating a quality and growth-oriented company.
Uncategorized
Wednesday 13th December 2023
Share
Beware the power of a good story
Everybody loves a good story – investors particularly so. But sometimes a good story can lead to a crowded trade, or one that defies reality. “In...
Resources plays boost local market
The Australian share market took a positive lead from US markets into Thursday and was also buoyed by Asia-Pacific news and earnings results. The benchmark...
INSight #248 with Fiona Ker from Ruffer
Fiona Ker from Ruffer shares insights with James Dunn from The Inside Network on the limits of where Ruffer can invest.
Split personality the dual attraction for the quoted fund
The listing on the ASX this month of the Magellan Group’s Airlie Australian Share Fund as the first “Quoted Fund” – the first dual...
Podcast
Presented by
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 #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 #18: Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
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...