INSight #312 with Bob Desmond from Claremont Global
Bob Desmond from Claremont Global shares insights with James Dunn from The Inside Network on the importance of an all-weather portfolio.
Uncategorized
Thursday 21st December 2023
Share
Building an AI enabled advice practice: Practical use-cases you can implement now
As AI shifts from hype to hands-on utility, this article shows advisers how to deploy practical tools right now to lift productivity, sharpen client engagement...
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...
Japan’s second act: Masa Takeda on compounding through reform
After three decades of relative isolation, Japan is finally back in town as an equity market, as a sustained campaign on corporate governance starts to bear...
Markets broaden, macro returns and AI rewrites the playbook: Franklin Templeton sets out its 2026 outlook
After years of narrow market leadership, Franklin Templeton’s portfolio managers argue that 2026 will reward investors who embrace broader market...
Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
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...
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...
Super fund benchmarking with Ian Fryer from Chant West
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...