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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management

AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns better than momentum ever will.

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The GARP suite just got local: INSight #466 with Jason Ye from S&P Dow Jones Indices

Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.

ETFs are evolving fast for Australian advisers: INSight #465 with Marc Jocum from Global X

Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...

INSight #463 with Josh Lee from Link Wealth Advice and Levera Solutions

Josh Lee from Link Wealth Advice and Levera Solutions shares insights with James Dunn from The Inside Network on misconceptions about outsourcing.

INSight #470 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 measuring consistent outperformance.

Advicetech attraction with Pete Worn from Finura Group

Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with Tahn Sharpe and chats about the systems and processes that form the...

Risk and reward in alternative real estate with Tom Patrick from Barwon Investment Partners

In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...

Founder-led investing with Joseph Ziller from Ziller Funds Management

Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...

Investment dynamism with Paul Saliba from SQM Research

Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...