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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #361 with Jonathon Pullin from Barwon Investment Partners

Jonathon Pullin from Barwon Investment Partners shares insights with Laurence Parker-Brown from The Inside Network on how you can dial down risk in the emerging category of non-bank lending.

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Core, satellite and sequencing risk: INSight #489 with Andrew Wielandt from DP Wealth Advisory

In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...

Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management

AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...

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...

The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners

Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...

Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management

Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...

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 new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...