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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #400 with David Chan from MLC

David Chan from MLC shares insights with Laurence Parker-Brown from The Inside Network on whether private equity is a logical place to invest in the AI investment theme.

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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.

INSight #472 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices discusses what the S&P/ASX iBoxx Australian Fixed Interest Series tracks and how this market has evolved.

INSight #477 with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...

One blend that weathers any market: INSight #467 with Marc Jocum from Global X Australia

Marc Jocum of Global X Australia explains why blending GARP and dividend ETFs creates a resilient, low-maintenance allocation for almost any client portfolio.

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...

Founder-led investing with Joseph Ziller from Ziller Funds Management

Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...

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...

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...