INBrief with Susan Kasser from Neuberger Berman
Susan Kasser from Neuberger Berman speaks with James Dunn from The Inside Network on the presence of sufficient margin for error.
Uncategorized
Thursday 24th November 2022
Share
Daily Market Update: 12 March 2026
Australian market rally led by miners and banks The S&P/ASX 200 Index (ASX: XJO) rose 50.9 points to close at 8743.50 as investors rotated into heavyweight...
Bondholders beware: The hidden credit cost of funding the AI revolution
A debt-fuelled arms race is financing the AI revolution, but Yarra Capital’s Phil Strano warns today’s “pristine” tech titans could soon resemble the...
From uncertainty to control: How Japan’s election reshapes risk
Perhaps the landslide victory for Japan's Liberal Democratic Party (LDP) will move the nation from being a tactical trade to a core strategic allocation.
Investment Leaders Forum 2025: INBrief with Susanta Mazumdar from Tribeca Investment Partners
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...
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...
Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
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...