INSight #416 with Tom Boyle from Atlantic House Group
Tom Boyle from Atlantic House Group speaks to James Dunn from The Inside Network on roles and positions in client portfolios.
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Monday 10th February 2025
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Don't believe the inflation hype
From the outset, it is important to highlight that I do not disagree that interest rates should be higher than the current 'emergency' settings by the Reserve...
Does active management really protect on the downside?
To examine this proposition, we compare the randomly chosen First Sentier Wholesale Australian Share Fund and the Pendal Focus Australian Share Fund across...
INSight #272 with Cameron Brownjohn from Federation Asset Management
Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on how ongoing high interest rates will impact PE...
Supply-side remains the biggest contributor to inflation
After years of benign levels of inflation, the "beast" as it is known, reared its ugly head once again in April 2021, just as the world was emerging from the...
Podcast
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