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Investment Podcast #18 – Investing in Times of Volatility
The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
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Investment Podcast #17 – Alternatives (Private Markets)
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …
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Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
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Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
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Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
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Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
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Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …
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Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …
-
Investment Podcast #18 – Investing in Times of Volatility
The well-documented ‘behavioural gap’ refers to the gap between client returns and fund returns, often due to behavioural …
-
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
-
The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
-
Investment Podcast #17 – Alternatives (Private Markets)
Alternative investments are set to take off, as overpriced and over-concentrated equity markets force investors to seek new …
-
Investment Podcast #16 – Index vs Active
In this episode, host James Whelan is joined by Vanguard Investment Strategist Libby Newman and Morningstar Chief investment …
-
Investment Podcast #23 – Quarterly Update
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly …
-
Investment Podcast #22 – Real Estate Debt
Real estate debt is emerging as a powerful alternative asset class, and in this must-listen episode, investment experts …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …
-
Investment Podcast #19 – Market Outlook
Host James Whelan welcomes two experts from Blackrock – Head of Investment Strategy for APAC, Thomas Taw, and …