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Brilliant Investment Thinking by Advisers for Advisers.
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INDepth

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What lies ahead for global investors in fixed income: INDepth with Richard Rauch from Brandywine Global Investment Management

Richard Rauch from Brandywine Global Investment Management goes in-depth with Laurence Parker-Brown from The Inside Network on what lies ahead for global investors in fixed income.

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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...

Brazil, AI and deep value: INDepth with Caroline Cai from Pzena Investment Management

Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...

Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

S&P Dow Jones Indices’ Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both...

One size does not fit all capital: INDepth with Daniel Chersky from Alceon

Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...

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...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson

In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...