INSight #437 with David Keir from Dundas Global Investors
David Keir from Dundas Global Investors shares insights with James Dunn from The Inside Network on the dividend advantage.
Uncategorized
Wednesday 11th June 2025
Share
Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Daily Market Update: 23 February 2026
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...
AI isn’t coming for your job. It's coming for your mind
Perhaps in the future the people who thrive won’t be those who use AI most, but those who can still think without it. Perhaps in the future the people who...
Daily Market Update: 03 December 2025
Energy and miners prop up ASXThe Australian market recovered modestly on Tuesday as strength in energy and mining stocks provided a buffer against wider...
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...
The rise of private equity secondaries with Charlotte Morris
In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...
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...
Advicetech attraction with Pete Worn from Finura Group
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...