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Brilliant Investment Thinking by Advisers for Advisers.
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Adviser Insights

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35 years of perspective: Adviser Insights with Paul Ashworth from Cameron Harrison

Paul Ashworth from Cameron Harrison reflects on the firm’s 35-year history and his philosophy of flexibility, liquidity and long-term focus. He also discussed guiding clients through today’s noisy and uncertain market environment while avoiding FOMO driven decisions.

A new model of advice: Adviser Insights with Megan Eichhorn from Tayme Financial Group

Megan Eichhorn from Tayme Financial Group reflects on the firm’s first year, its deeply client-focused approach, and the leadership advice that has most...

The future of alternatives: Adviser Insights with Graeme Bibby from Partners Wealth Group

Graeme Bibby from Partners Wealth Group shares his perspective on today’s macro regime, the impact of higher capital costs, and how valuation pressures are...

Educating clients and unlocking alternatives: Adviser Insights with Jack Morley from Escala

Jack Morley from Escala shares how he helps clients navigate the broad and complex world of alternative investments, explaining the importance of aligning...

Navigating volatility and building client trust: Adviser Insights with Kris James from Escala

Kris James from Escala shared insights on advising clients in an increasingly volatile global landscape. Kris also highlighted how heightened volatility is...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

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...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

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...