Equities & Growth Assets Symposium 2022: INBrief with Stephen Hayes from First Sentier Investors
Stephen Hayes from First Sentier Investors speaks with Drew Meredith at The Inside Network's Equities & Growth Assets Symposium.
Uncategorized
Tuesday 12th April 2022
Share
Fixed income in 2026: deficits, AI and the case for global diversification
Fixed income is no longer a passive anchor in portfolios. AI debt issuance, swelling US deficits and stubborn inflation all point to the need for a fresh...
Daily Market Update: 18 March 2026
ASX (ASX:XJO) rises after RBA hikes rates in split decision; banks rally, tech and retail slide The Australian sharemarket climbed on Tuesday after the Reserve...
Mean reversion: powerful until the regime shifts
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...
Daily Market Update: 13 February 2026
Australian market rally led by banks The S&P/ASX 200 Index (ASX: XJO) rose 0.3 per cent to 9043.5, marking a second straight day of gains and briefly...
Advice pricing paradigms with Rob Jones from Peloton Partners
Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...
Real returns from real assets with John Taylor from Dexus
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...
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...
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...