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INBrief

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Equities & Growth Symposium 2025: INBrief with Marcus Guzzardi from Cooper Investors

Marcus Guzzardi from Cooper Investors speaks to James Dunn at The Inside Network's Equities & Growth Symposium in Melbourne, VIC on conviction and quality: What drives selection in global smaller companies.

 

Beyond the sector compass: Equities & Growth Symposium 2026 INBrief with Michael Mark from PineBridge Investments

Michael Mark of PineBridge Investments on why traditional sectors are a flawed compass, and how a life cycle approach delivers style-neutral performance in any...

Investment Leaders Forum 2026: INBrief with Joss Engebretsen from Barwon Investment Partners

Joss Engebretsen from Barwon Investment Partners speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia. Joss...

Investment Leaders Forum 2026: INBrief with Phil Cummins from StepStone Group

Phil Cummins from StepStone Group speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia.

Equities & Growth Symposium 2026: INBrief with Peter Carpi from Wellington Management

Peter Carpi from Wellington Management shares insights at The Inside Network’s Equities & Growth Symposium in Melbourne, VIC for our INBrief series.

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...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...

The illusion of diversification with Alison Savas from Orbis Investments

Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...