Australian Ethical Adviser Voice Series: James O’Reilly
An adviser with an ambition for all of his clients to be invested responsibly.
Analysis
Monday 23rd June 2025
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SpaceX broke every IPO record except the one that matters for index funds
Franklin Templeton says AI mega IPOs will ease S&P 500 concentration and force AI companies to show real numbers. The evidence says the diversification benefit...
Markets brace for life after easy globalisation
According to Ninety One Investment Institute director Sahil Mahtani, a world once defined by cheap commodities, stable trade and predictable markets is giving...
Private credit needs less noise, more underwriting
Barings’ Bryan High says private credit still looks compelling, but only for lenders willing to miss deals, ignore hype and stay conservative.
Advice with heart — and steel under the glitter
To Dawn Thomas, advice isn’t a product, it’s a relationship, a living thing. She says the right clients “energise” her, that she is driven by service,...
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...
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...
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...
The discipline of doubt with Invesco’s Andrew Hall
What if the key to better investing is not greater confidence, but better doubt? Andrew Hall from Invesco explores how elite investors embed scepticism into...