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Brilliant Investment Thinking by Advisers for Advisers.
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Australian Ethical Adviser Voice: Meet Siobhan Ashby

An adviser whose values-led client conversations set her business apart.

 

The human future of advice: Will Hamilton’s vision for a transformed profession

Will Hamilton lays out a bold vision for the future of financial advice, urging the profession to embrace intergenerational wealth transfer, client experience,...

Is value finally back? What the new earnings cycle means for advisers

Australian equities may be entering a new phase defined by earnings momentum and dividend growth. If value is reasserting itself, portfolios still crowded into...

AI’s winners and losers: why advisers should look beyond the mega-caps

While AI is a core theme driving equity performance, not all tech companies will rise with this tide. Examine how the disruption of AI is creating a world of...

Physical climate risk moves from ESG debate to enterprise value risk

Physical climate risk is no longer just a sustainability discussion. For advisers, it is becoming a question of asset values, earnings resilience and portfolio...

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...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

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...