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Brilliant Investment Thinking by Advisers for Advisers.
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INDepth

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Unique strengths of smaller tech investment funds: INDepth with Carl Jones from WNT Ventures

Carl Jones from WNT Ventures speaks to Laurence Parker-Brown from The Inside Network on investigating the unique strengths of smaller tech investment funds.

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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...

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...

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...

Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices unpacks the S&P/ASX iBoxx Fixed Interest Series and what surging kangaroo bond growth means for advisers.

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...

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 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...

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...