INSight #229 with Andrew Lockhart from Metrics Credit Partners
Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on why private debt fund managers tend to make better investors.
Uncategorized
Monday 6th March 2023
Share
Turning fear into function: Why allocating to volatility can reinforce portfolios
For advisers seeking true diversification and resilience in the face of market shocks, volatility is not a risk to avoid but a resource to harness, an untapped...
Client segmentation: The key to efficiency, scale and satisfaction
Client segmentation across communication and experience could be the key to achieving scale, efficiency and satisfaction.
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...
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...
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...
Building wealth with commercial property with Chris Davitt and John Taylor from Dexus
In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...
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...
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...