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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #398 with David Chan from MLC

David Chan from MLC shares insights with Laurence Parker-Brown from The Inside Network on how the resetting of rates affects the private equity market.

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INSight #476 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.

Hybrids are out and this market is booming: INSight #474 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how key indices have expanded dramatically and why advisers should be paying close attention to this space...

Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...

Passive indexes, active deployment: INSight #488 with Daniel Kelly from Viola Private Wealth

Daniel Kelly of Viola Private Wealth explains when passive makes the most sense, where active still earns its place, and how GDP, inflation, and retail...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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...

Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...