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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.

 

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,...

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...

The AI that matters most may not be artificial

Technology is changing everything about how advice is delivered. It may also be about to reveal who was worth trusting all along.

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.

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...

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...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...