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INSight #184 with David Ross from Northleaf Capital Partners

David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on what is driving growth in private credit.

Inflation linked-bonds, credit risk preferred amid uncertainty

A lot has changed over the past few months – successful COVID-19 vaccines have been deployed, President Joe Biden announced his plan to tackle climate...

Top hedge fund award goes to L1 Capital

L1 Capital has taken out the prestigious ‘Alternative Investment Manager of the Year Award’ at the annual Australian Alternative Investment Awards...

Unloved value stocks primed for outperformance: Pzena

Rising interest rates and elevated stock multiples have brought down the equity risk premium and created a highly advantageous environment for value investors,...

Everybody's calling a bigger correction - so where is it?

Money might not be free anymore but there's still plenty of it sloshing around in markets and the economy. When it runs out, the resulting upheaval (and higher...

Podcast

BIT #13: The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

BIT #17: Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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 #15: Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, Partner and Chief Investment Officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...