INSight #326 with Ben Preston from Orbis Investments
Ben Preston from Orbis Investments shares insights to James Dunn from The Inside Network on the revenge of the stock-picker.
Uncategorized
Wednesday 6th March 2024
Share
Challenges and opportunities exist for long term 'quality' investors
A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.
INSight #179 with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why more volatile conditions benefit long-short strategies.
Blackmore Capital has sold two positions to partially fund two new stocks
Blackmore Capital’s chief investment officer (CIO), Marcus Bogdan, provided a rundown on sectors that look attractive following the January sell-off....
Rental property-based fund highlights bright spot in turning housing sector
While the greater housing market is already reflecting the pain of constricting economic conditions, a new property fund partnership between Trilogy Funds and...
Podcast
Presented by
BIT #4: Advice pricing paradigms with Rob Jones from Peloton Partners
The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice;...
BIT #2: Investment dynamism with Paul Saliba from SQM Research
The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year...
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 #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...