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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #237 with Susan Kasser from Neuberger Berman

Susan Kasser from Neuberger Berman speaks with James Dunn from The Inside Network on how they assess the risk of an investment when applying ESG considerations.

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INSight #468 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.

Overweight Brazilian stocks: INSight #487 with Caroline Cai from Pzena Investment Management

High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...

INSight #477 with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...

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...

The discipline of doubt with Invesco’s Andrew Hall

What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...

The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...

Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...