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Investment Leaders Forum 2024: INBrief with Dr Christian Baylis from Fortlake Asset Management

Dr Christian Baylis from Fortlake Asset Management speaks to James Dunn at The Inside Network's Investment Leaders Forum in Queenstown, New Zealand on how common assets can create uncommon outcomes.

 

Alternatives demand patience, discipline and perspective

Alternatives can offer diversification benefits, but advisers need to understand client liquidity constraints and longer investment horizons. Their role in...

Thematic investing for a fractured world: Where advisers should focus in 2026

As geopolitical, demographic and technological shifts converge, understanding these four macro themes helps advisers build portfolios that are positioned not...

Boards, advisory groups and mentors: Building governance for a growing practice

For principals serious about building an advice business that outlasts them, this piece explains how boards, advisory groups and mentors can turn ad-hoc...

Breaking the concentration trap: Understanding the comfort of familiar assets and the cost of hidden risks

Many portfolios feel diversified but aren’t, and the hidden cost of that comfort only reveals itself in the next market shock.

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...

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...

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...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...