INSight #326 with Ben Preston from Orbis Investments
Ben Preston from Orbis Investments shares insights to James Dunn from The Inside Network on the revenge of the stock-picker.
Wednesday 6th March 2024
Ben Preston from Orbis Investments shares insights to James Dunn from The Inside Network on the revenge of the stock-picker.
Why infrastructure sits at the heart of modern economies, the appeal of listed assets, and Asia’s long-term growth potential, with insights from Susanta...
Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on the biggest opportunity that outsourcing...
With Tranche 2 drawing closer and institutional counterparties already testing firms’ AML maturity, Kit Legal’s new framework quietly shifts a looming...
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.
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...
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...
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...
In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...