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INSight #274 with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on how liquid allocations are in private equity funds.

Asset allocation after the easy decade

In a more volatile and fragmented world, disciplined asset allocation is becoming the primary driver of investment outcomes.

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: 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...

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...

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...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

Investment dynamism with Paul Saliba from SQM Research

Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...

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...