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INSight #421 with Nick Dignam from Fortitude Investment Partners

Nick Dignam from Fortitude Investment Partners shares insights with Lachlan Maddock from Fortitude Investment Partners on what key factors will guide investing as private equity aims to deploy more dry powder in 2025.

Convictions in the era of controlled disorder

With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...

Daily Market Update: 03 March 2026

Australian market hits record highThe S&P/ASX 200 Index (ASX: XJO) edged up 2.3 points to 9200.90, marking a fourth straight record close as strength in...

Daily Market Update: 20 March 2026

ASX (ASX:XJO) tumbles 1.7% as oil surge and rate fears wipe $50bn from market; energy soars, gold miners crushed The Australian sharemarket tumbled on Thursday...

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...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

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...

Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson

In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...

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 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...