Stay informed Sign up for our newsletter and be the first to know.
Stay informed Sign up for our newsletter and be the first to know.
Brilliant Investment Thinking by Advisers for Advisers.
ASX
+0.76%
S&P
+0.59%
AUD
$0.70

Podcast

Share

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He argues that structural shifts - in demographics, energy, and data infrastructure - are redefining what makes a property valuable, and explains how opportunistic investing can turn dislocated assets into high-performing solutions. From logistics and residential to thematic redevelopment, Taylor lays out a blueprint for navigating real assets with thematic clarity and executional edge.

Share

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...

AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management

Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

Value traps and income conviction with Andrew Hamilton from Antares Capital

Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...

Obama or McCartney for dinner? | IN60 with Alex Edwards from Centennial

From his favourite city to dream dinner guests, Centennial’s Alex Edwards answers rapid-fire questions on his first job, best advice and a weekend away....

Land scarcity meets steady demand | INDepth with Alex Edwards from Centennial

Centennial’s Alex Edwards says land scarcity and demand support sustainable rental growth in metro industrial, citing an Acacia Ridge refurbishment....

Why the outlook favours non-bank lenders | INSight #399 with Jonathon Pullin from Barwon

Barwon’s Jonathon Pullin on the 2026 real estate credit outlook, and why steady bank retreat continues to widen the opportunity for non-bank lenders....

Three loan types for a conservative portfolio | INSight #398 with Jonathon Pullin from Barwon

Barwon’s Jonathon Pullin on building a conservative real estate credit portfolio, the three loan buckets behind it, and what advisers give up in return....