INSight #263 with Lauren Ryan from Thinktank
Lauren Ryan from Thinktank shares insights with Peter White from The Inside Network on why advisers should consider mortgage-backed assets in portfolios.
Uncategorized
Thursday 27th July 2023
Share
The advantage of running a high conviction global fund out of Australia
Being caught up in a constant thrum of market activity might be advantageous for some investment teams, Desmond explained, but isn't necessarily for those with...
ASX falls 1.5 per cent, energy stocks soar
ASX falls 1.5%, Origin’s Octopus win, energy boom The S&P/ASX200 (ASX: XJO) fell another 1.5% on Tuesday as a spike in bond yields in the US and a...
Markets hit by risk off sentiment, ASX200 (ASX:XJO) down 0.3 per cent, Israel-Hamas crisis pushes energy higher
Both the key Australian indices fell on Monday, with the S&P/ASX200 falling 0.3 per cent and the All Ordinaries 0.4 per cent with the technology sector the...
US, Euro inflation to drop sharply in 2022
Inflation has remained in the headlines through February and will likely continue to do so throughout the remainder of the year. Yet whilst the headlines...
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 #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 #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 #3: Super fund benchmarking with Ian Fryer from Chant West
Investor Strategy News editor Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around...