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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Reflexivity and the risk of market feedback loops
In periods of expansion, reflexivity supports rising valuations and expanding credit availability; but like leverage, it operates in both directions
Your brain on red: why the wealth management industry’s crisis playbook is making things worse
The wealth management industry believes market panic is an education problem. In reality, it’s a biology problem.
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...
What AI spending means for fixed income investors
Fixed interest is in its strongest position in years. But Richard Quin of Bentham Asset Management warns the AI risk in credit markets is building fast, and...
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...
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...
Unlocking real estate’s hidden gems with Julian Biggins from MA Financial
In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...
Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners
Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...