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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management

AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain trading well below their long-term earnings potential.

 

INSight #471 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.

Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...

Non-bank income at scale | INSight #494 with David Dix from Thinktank

With 20 years in non-bank lending and no missed interest payments, Thinktank’s David Dix explains what the firm brings to the wealth channel.

INSight #478 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.

AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management

Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...

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...

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...