Tuesday 21st April 2026
Andrew Hall from Invesco speaks to James Dunn at The Inside Network's INAUS: Investment Leaders Forum in Noosa, Australia.
Andrew discusses the behavioural discipline behind high‑conviction investing, drawing on his short‑selling background to avoid value traps, warning of a potential AI infrastructure peak, and urging advisers to reassess business model endurance and broader productivity impacts.
Tobias Bucks from Ausbil Investment Management talks about the research discipline when markets are driven by noise, macro and momentum.
Barwon’s Jonathan Pullin on ASIC’s REP 820 findings, avoiding construction loan risk and why the federal budget favours real estate credit lenders...
Tim Murphy from Genium Investment Partners speaks to James Dunn at The Inside Network’s Investment Leaders Forum in Noosa, Australia.
Phil Cummins from StepStone Group speaks to James Dunn at The Inside Network’s INAUS: Investment Leaders Forum in Noosa, Australia.
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property’s move from plain sheds to technology-rich...
In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...
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...
