INSight #386 with Dion Hershan from Yarra Capital Management
Dion Hershan from Yarra Capital Management shares insights with James Dunn from The Inside Network on things beyond passive exposure.
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Monday 28th October 2024
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Despite continued growth, tech remains underweight in portfolios
Technology has been the best performing sector for 10 years. And it has outperformed for the correct reason: it makes more money. The past decade, the tech...
No shortage of triggers for the next stock market selloff
Speaking ahead of the Federal Reserve’s much anticipated announcement, Paul O’Connor, head of multi-asset at global manager Janus Henderson,...
Earnings season in full swing: Star not starring
The benchmark S&P/ASX200 index eased 15.9 points, or 0.2 per cent, on Monday, to a three-week low of 7,417.8. The broader All Ordinaries fell 16.6 points,...
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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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...
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 #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 #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...