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Brilliant Investment Thinking by Advisers for Advisers.
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INDepth

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Rethinking portfolio construction amid major regime change in markets: INDepth with Alex Lennard from Ruffer

Alex Lennard from Ruffer goes in-depth with Laurence Parker-Brown from The Inside Network on rethinking portfolio construction amid major regime change in markets.

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Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices

Jessica Tan from S&P Dow Jones Indices goes in-depth with Laurence Parker-Brown from The Inside Network on smarter fixed income, starting with better...

Investing in essential systems: INDepth with Nick Langley from ClearBridge

ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...

Private credit due diligence: INDepth with David Dix from Thinktank

Thinktank’s David Dix on filling defensive portfolio gaps, three due diligence questions advisers should ask, and why private credit is emerging as a...

Rethinking growth and portfolio discipline: INDepth with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network for our INDepth series on rethinking growth and portfolio discipline.

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...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

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...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...