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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #179 with Sean Fenton from Sage Capital

Sean Fenton from Sage Capital shares insights with Peter White from The Inside Network on why more volatile conditions benefit long-short strategies.

INSight #484 with Pzena's Caroline Cai on deep value's unfinished run

While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...

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...

INSight #479 Breaking the Home Bias with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management joins James Dunn from The Inside Network to explain why advisers must challenge clients’ home bias and address...

Digging into private credit: INSight #495 with Lauren Ryan from Thinktank

Thinktank ‘s Lauren Ryan outlines the key questions advisers should ask when evaluating a private credit investment, covering income stream sources, fund...

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...

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...

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...

Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management

Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...