INSight #281 with Travis Prentice from EAM Investors
Travis Prentice from EAM Investors shares insights with James Dunn from The Inside Network on why global caps now.
Uncategorized
Sunday 15th October 2023
Share
China repriced: trade shifts, sector surges and a new growth model
Tariff fears have faded, but the real story is China’s economic pivot and sharply diverging sector performance. As trade realigns and policy drives...
Daily Market Update: 16 December 2025
All Ords (ASX:XAO) resumes slide on global tech sell off, copper price hits miners, BHP (ASX:BHP) slips, Deep Yellow (ASX:DYL), uranium shares tank The local...
The wholesale loophole: same game, different name
While much progress has been made in the professionalism of advice, Jamie Nemtsas argues that the wholesale loophole threatens to unravel the industry.
Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
The new captains of capital with Mike Wright from Lonsec
Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...
Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
Investment dynamism with Paul Saliba from SQM Research
Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...