INSight #261 with Victoria Hardie from HMC Capital
Victoria Hardie from HMC Capital shares insights with Peter White from The Inside Network on constructive, friendly activism to drive long term returns.
Uncategorized
Thursday 29th June 2023
Share
Daily Market Update: 18 February 2026
Australian market gains on BHP earnings boostThe S&P/ASX 200 Index (ASX: XJO) advanced 21.80 points to 8958.90, with four of 11 sectors finishing higher in...
INSight #463 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 misconceptions about outsourcing.
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Daily Market Update: 15 January 2026
Energy strength lifts market The Australian share market ended marginally higher on Wednesday, as strength in the energy sector offset losses in financials....
Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson
In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...
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...
The discipline of doubt with Invesco’s Andrew Hall
What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...
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...