INSight #186 with David Ross from Northleaf Capital Partners
David Ross from Northleaf Capital Partners shares insights with James Dunn from The Inside Network on what private credit brings to a portfolio.
Uncategorized
Monday 6th June 2022
Share
Daily Market Update: 10 December 2025
Australian market slips on hawkish RBA toneThe benchmark S&P/ASX 200 Index (ASX: XJO) closed down 0.5 per cent at 8,585.90, as investor optimism about...
Third Link's fund managers look to fundamentals after a wild 2025
The Third Link Growth Fund’s managers expect 2026 to mark a return to fundamentals, with valuation discipline, earnings quality and selective stock-picking...
Daily Market Update: 15 December 2025
ASX rises as gold miners lead the charge The Australian share market posted its strongest gain in nearly three weeks on Friday, with the S&P/ASX 200 Index...
Post-acquisition performance now key to healthcare property outperformance
In modern healthcare property, ownership is only the starting point. Performance now hinges on active management, tenant ecosystems and execution discipline.
Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes
In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...
The PE puzzle with Nick Miller from Fortitude Investment Partners
Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...
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...
Stability in a volatile world with Andrew McVeigh from Remara
In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...