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Brilliant Investment Thinking by Advisers for Advisers.
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Australian Ethical Adviser Voice Series: Mark Spencer

An adviser who has seen his clients become more engaged with their portfolios through ethical investing.

 

Fuel scarcity sparks market rethink, says Datt Capital CIO

Fuel scarcity is reshaping energy markets, and Emanuel Datt of Datt Capital warns it will drive inflation and force a major policy rethink.

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...

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.

Convictions in the era of controlled disorder

With structural changes across geopolitics and trade, portfolios should reflect this new era of controlled disorder. Amundi's convictions on risk, correlations...

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...

Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...

Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson

In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...