INSights

Sarah Hayward from Seismic shares insights on tackling challenges faced by women in financial services.

Arnaud Brillois from Lazard Asset Management shares insights with James Dunn from The Inside Network on what might convertible bonds return over the next 5-10 years.

Marcus Bogdan from Blackmore Capital shares insight with James Dunn from The Inside Network on ‘Do Value, Growth or Both Have a Role to Play in an Equity Portfolio?’

Jun Bei Liu from Tribeca Investment Partners shares insights with Peter White from The Inside Network on the difference between longer and shorter term short positions.

INSight #54 – What are asymmetric returns? Arnaud Brillois from Lazard Asset Management discusses with James Dunn from The Inside Network discuss.

INSight #51 with Simon Wood from Ausbil Investment Management discussing with Peter White from The Inside Network.

INSight #59 – What is the Highest Conviction Long Idea in Your Portfolio? Jun Bei Liu from Tribeca Investment Partners discusses with Peter White from The Inside Network.

Tobias Bucks from Ausbil Investment Management shares insights on the three companies that are disrupting the disruptors.

James Stewart from Ausbil Investment Management shares insights on which commodity offers the best supply-demand metrics.

James Stewart from Ausbil Investment Management shares insights on why a long-short approach is the best way to invest in resources post Covid 19.