Managing rising inflation and volatility: INDepth with Sean Fenton from Sage Capital
Sean Fenton from Sage Capital goes in-depth with Peter White from The Inside Network on managing rising inflation and volatility.
Uncategorized
Wednesday 4th May 2022
Share
AI’s winners and losers: why advisers should look beyond the mega-caps
While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...
Discounts deepen as private equity valuations tighten
Explore how a quiet revolution in private equity valuations, exits and discounts is reshaping risk, liquidity and opportunity in client portfolios.
INSight #461 with Josh Lee from Link Wealth Advice and Levera Solutions
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on the cost of not outsourcing in today’s...
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...
Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Super fund benchmarking with Ian Fryer from Chant West
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
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. Tahn Sharpe...