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Brilliant Investment Thinking by Advisers for Advisers.
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Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds

Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property's move from plain sheds to technology-rich logistics infrastructure. The conversation covers the themes that have widened the opportunity set for income-focused investors, from e-commerce and automation through to defence spending, energy and the power and connectivity a modern tenant expects a building to carry over the life of its lease.

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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...

Unlocking real estate’s hidden gems with Julian Biggins from MA Financial

In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...

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...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

Three loan types for a conservative portfolio | INSight #398 with Jonathan Pullin from Barwon

Barwon’s Jonathan Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return....

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...