INSight #298 with Misha Mohl from HMC Capital
Misha Mohl from HMC Capital shares insights with Laurence Parker-Brown from The Inside Network on a challenging last 30 years for Lend Lease Group.
Uncategorized
Sunday 19th November 2023
Share
Daily Market Update: 04 December 2025
Market edges higher on soft GDP dataThe Australian share market nudged higher on Wednesday, with the S&P/ASX 200 Index (ASX: XJO) rising 15.5 points, or...
Daily Market Update: 09 December 2025
ASX Drifts Lower Ahead of RBA – Gold Miners Retreat The Australian market opened the week on a softer footing as investors positioned cautiously ahead of...
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...
Turning fear into function: Why allocating to volatility can reinforce portfolios
For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...
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...
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...
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...
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...