INSight #439 with David Keir from Dundas Global Investors
David Keir from Dundas Global Investors shares insights with James Dunn from The Inside Network on reversing the payout ratio.
Uncategorized
Wednesday 11th June 2025
Share
Dunbar's number and the advice client quantum query
With the mass exodus of advisers reaching its nadir, advisers are taking on more and more clients. Dunbar's theory shows just how unsustainable this is.
Hedge funds, 'hybrid alternatives', in the hot seat
Uncertainty has returned to the market after a bumper 2020, fuelled by persistent inflation and a pandemic that never really went away. But in its latest...
Rate hike 'changes the journey not the destination'
The Reserve Bank's decision to hike interest rates by more than 50 basis points, double that predicted by the majority of economists "changes the journey, not...
INSight #456 with Rob Hinchliffe from PineBridge Investments
Rob Hinchliffe from PineBridge Investments speaks to James Dunn from The Inside Network on the segmentation of the market by lifecycle categories vs sectors.
Podcast
Presented by
BIT #8: Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management
Investor Strategy News editor Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing...
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 #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 #10: Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Investor Strategy News editor Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to...