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Brilliant Investment Thinking by Advisers for Advisers.
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The core of the matter with Sean Freer from S&P Dow Jones Indices

An indexed core has become the default answer in many advice practices, yet the conversation rarely moves beyond cost. Sean Freer, director, global exchange indices at S&P Dow Jones Indices, explains what the core is being asked to do inside a client portfolio, from setting the level of risk to capturing the market return that decides most of the outcome. Drawing on two decades on the active product side before moving into indices, he unpacks why an index reflects the market investors can buy at scale rather than the market in the abstract.

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The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management

In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active...

Tools, enablers and beneficiaries with Anshu Sharma from Loftus Peak

Loftus Peak’s Anshu Sharma makes the case that disruption is a continuum rolling through every industry rather than a technology trade, and explains why...

What wealthy families value with Denis Orrock and Grant Patterson

For Australia’s wealthy, strong returns are expected, but they are rarely the reason an advice relationship lasts. Drawing on Praemium’s inaugural...

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...

Strategy access over structure debate | INSight #504 with Alex Edwards from Centennial

Centennial’s Alex Edwards says listed versus unlisted turns on strategy access, and infill metro industrial strategies are probably unavailable through...

Location comes first, then tenants | INSight #503 with Alex Edwards from Centennial

Centennial’s Alex Edwards says good metro industrial combines location within 30 to 45 minutes of population, diversified tenants and leases that capture...

Existing owners gain from scarcity | INSight #502 with Alex Edwards from Centennial

Centennial’s Alex Edwards says scarce land and rising construction costs constrain metro industrial supply, which positions existing asset owners to benefit...

Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial

Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...