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INSight #285 with Ashley O'Connor from Invesco

Ashley O'Connor from Invesco shares insights with James Dunn from The Inside Network on what senior secured loans are.

 

Daily Market Update: 24 February 2026

ASX slips 0.6% as Trump’s new tariffs renew trade uncertainty; gold miners shine, tech selloff deepens The Australian sharemarket slipped from...

Fixed income in 2026: deficits, AI and the case for global diversification

Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...

Mean reversion: powerful until the regime shifts

Markets often reward patience. Mean reversion has humbled many predictions of a new era. Yet regime shifts do occur. When the base conditions change, the old...

Daily Market Update: 8 January 2026

ASX rises as inflation eases and mining gains momentumThe Australian share market posted modest gains on Wednesday, buoyed by a softer-than-expected inflation...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...