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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #362 with Jonathon Pullin from Barwon Investment Partners

Jonathon Pullin from Barwon Investment Partners shares insights with Laurence Parker-Brown from The Inside Network on what protections this uniquely positioned first mortgage fund offers.

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The GARP suite just got local: INSight #466 with Jason Ye from S&P Dow Jones Indices

Jason Ye of S&P Dow Jones Indices walks through how the global GARP methodology expanded from US markets to Australian participants.

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,...

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...

INSight #470 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 measuring consistent outperformance.

Investment dynamism with Paul Saliba from SQM Research

Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...

The PE puzzle with Nick Miller from Fortitude Investment Partners

Private equity has been a consistent force in the private capital arena as both a source of capital for companies and returns for investors. Tahn Sharpe...

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...

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...