INSight #324 with Alex Lennard from Ruffer
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on navigating persistent inflation and higher volatility.
Thursday 4th January 2024
Alex Lennard from Ruffer shares insights with Laurence Parker-Brown from The Inside Network on navigating persistent inflation and higher volatility.
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
To Dawn Thomas, advice isn’t a product, it’s a relationship, a living thing. She says the right clients “energise” her, that she is driven by service,...
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...
ASX slips 0.6% as Trump’s new tariffs renew trade uncertainty; gold miners shine, tech selloff deepens The Australian sharemarket slipped from...
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...
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...
In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...
John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...