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Brilliant Investment Thinking by Advisers for Advisers.
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Fixed income in focus with Jessica Tan from S&P Dow Jones Indices

What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode gets into the construction and methodology behind the S&P/ASX iBoxx series and the iBoxx AUD Investment Grade Subordinated Debt Index, what current yield and duration data reveal, and why subordinated debt warrants its own lens. A data-driven conversation for investors who want to understand fixed income from the ground up.

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Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

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...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

Real estate credit: know where you sit on risk | INSight #397 with Jonathan Pullin from Barwon

Barwon’s Jonathan Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital. PodcastSpotify...

Index investing in volatile markets: INSight #490 with Jan-Carl Plagge from Vanguard

Index investing keeps growing for two simple reasons: performance and cost. Jan-Carl Plagge, of Vanguard, explains why many active funds fail to beat their...

Private credit comes of age | INSight #396 with Jonathon Pullin from Barwon

Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple. PodcastSpotify...

Private credit secondary markets | INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building...