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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #343 with Alex Ramsey

Alex Ramsey speaks to Laurence Parker-Brown from The Inside Network on what has changed in the last few years across this investment theme.

 

INSight #471 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.

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...

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...

ETFs are evolving fast for Australian advisers: INSight #465 with Marc Jocum from Global X

Smart beta ETFs offer advanced index tracking. Global X’s Marc Jocum explains how GARP and dividend ETFs target specific factors cost-effectively and...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

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 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...