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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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The reality of active vs index investing: INDepth 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: The reality of active vs index investing.

From startup to global ambition: INDepth with Daniel Chersky and Craig Schweighoffer

York Street Brands needed growth capital without giving up control. Alceon’s hybrid solution made both possible.

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...

Making private markets work in adviser portfolios: INDepth with Christian Ryan OLY from FinCap

Christian Ryan OLY from FinCap goes in-depth to Laurence Parker-Brown from The Inside Network on making private markets work in adviser portfolios for our...

Value traps and income conviction with Andrew Hamilton from Antares Capital

Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...

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...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...