The Wide Lens

This week we speak with Dani Peer, Managing Director of Investor Services at Wingate - a highly respected Melbourne based finance and investment house.

We discuss the private real estate debt landscape, what makes a good deal, what Dani learnt from one of the biggest mistakes that made media headlines, the power of relationships, the scarcity of private real estate debt, and why this asset class is ignore by so many asset allocators and money managers.

This week we speak with Slava Platkov, Portfolio Manager and VP for the $800 Billion fund manager that no one has ever heard of - DFA - where he oversees and manages $8 Billion of investor money. We discuss systematic and quant based investing, what to look at when valuing companies, we talk about brand value and the impact of intangibles on company balance sheets, and the value of Mickey Mouse to Disney in the 1950s. We talked about the FAANGS of the 1950s and why what we're seeing today is nothing new. And we discussed home bias and the emotional biases of investors.

This week we speak with Chris Wheldon, Portfolio Manager of the Magellan High Conviction Fund and Assistant Portfolio Manager on the global equities strategies - overseeing $77 Billion of investor money.

We discuss the selection process of world class companies, we talk about the attributes of successful investors, how skill and luck both play a role in investing, how investors need to think about the post COVID world, and the global opportunity set as it relates to investing.

This week we speak with Beatrice Yeo, an Economist for the US$6.2 Trillion money manager, Vanguard. Beatrice is a Chartered Financial Analyst, serves on the global economics team and is responsible for contributing to Vanguard's global thought leadership through research on markets, the economy, and investment strategies.

In this episode we discuss the pandemic shock, the economic recovery, and how China might just be an imperfect example of resuming economic activity. We spoke about the parallels between 1918's Spanish Flu and 2020, and we discuss the wider implications of the pandemic, and what investors could expect in a post-COVID world.