INSight #325 with Ben Preston from Orbis Investments
Ben Preston from Orbis Investments speaks to James Dunn from The Inside Network on the world changing.
Monday 4th March 2024
Ben Preston from Orbis Investments speaks to James Dunn from The Inside Network on the world changing.
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...
In an era captivated by narratives and noise, systematic investing, grounded in fundamental analysis, can achieve enduring success.
Tap into the big structural shifts shaping the next decade, private equity secondaries, commercial real estate debt, demographic-driven real estate and...
Australian market eases amid geopolitical tensions The S&P/ASX 200 Index (ASX: XJO) slipped 4.8 points to 9081.4 on Friday, though the benchmark...
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...
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...
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...