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Cycles, surprise and core strength: navigating the new global market order
Jonas Palmqvist, portfolio manager at Alphinity Investment Management, doesn’t waste time debating growth versus value.
The art of investing: Why fundamentals, not fashion, will win the next cycle
Paul Moore, chief investment officer of PM Capital, has never been shy about challenging market orthodoxy; and at a recent lunch hosted by The Inside Network,...
Specialisation, scarcity and staying power: Inside high-conviction investing
In an industry obsessed with breadth, Cooper Investors’ Endeavour Fund is doubling down on depth and specialisation.
Genium’s playbook for a changing advice landscape
As the financial advice sector grapples with structural upheaval, shrinking adviser numbers and rising client expectations, Genium Investment Partners is...
Stewarding capital through the climate age
John Woods, deputy chief investment officer at Australian Ethical, knows that investing ethically isn’t about feeling good—it’s about thinking long. At...
The golden rules of resilience: Escala’s blueprint for advisers in volatile markets
Market volatility is not a new challenge—it’s an enduring feature of the investment landscape. But for seasoned advisers like Scott Carmichael and Ben...
From burritos to bins: The megatrends reshaping private equity
Private equity may seem like a world dominated by spreadsheets and enterprise value multiples, but if David Chan, portfolio manager at MLC, made one thing...
The quiet evolution of 'green' bonds in global portfolios
The ‘green bond’ market, once a niche segment, is now emerging as a core allocation within institutional fixed income portfolios. And as the sector...
Built for advisers: Inside Mercer’s scalable and tailored portfolio platform
In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...
Built for advisers: Inside Mercer’s scalable and tailored portfolio platform
In a market environment marked by growing complexity, evolving client needs and tighter margins, the ability to design investment portfolios that are both...
Logistics lift-off and Melbourne’s moment: the real estate cycles investors can’t ignore
Ross Lees, CEO of Growthpoint Properties Australia, took the stage at The Inside Network’s Equities and Growth Symposium with a clear-eyed view of two key...
Logistics lift-off and Melbourne’s moment: the real estate cycles investors can’t ignore
Ross Lees, CEO of Growthpoint Properties Australia, took the stage at The Inside Network’s Equities and Growth Symposium with a clear-eyed view of two key...
Australian small-caps: Benchmarks, fees and a quant’s playground
At the recent Investment Leaders Forum, Scott Bennett brought data, deadpan wit, and a surprisingly sharp message for anyone paying passive fees in small caps.
Picking winners: How StepStone Group and LGT Crestone think about venture capital
The conversation on venture capital at the Investment Leaders Forum held at Crystalbrook in Byron Bay pulled no punches. StepStone Group’s Phillip Cummins...
Size, structure and selectivity: the real work behind private credit
Across private wealth portfolios, private credit has become something of a buzzword – frequently cited, but often misunderstood. At the Investment Leaders...
Why direct lending deserves a place in private wealth portfolios
If there was any doubt that private credit has moved from the margins to the mainstream, John Valtwies dispelled it at the Investment Leaders Forum held at...