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Brilliant Investment Thinking by Advisers for Advisers.
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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 portfolio construction, and why the mid-market offers compelling growth with less reliance on leverage. They cover where private equity fits for advisers, sector tilts to healthcare and technology, and how evergreen semi-liquid structures are opening access to this asset class for a wider investor base.

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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...

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...

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...

The commercial property enigma with Bruce Wan from MaxCap Group

The commercial real estate market has traditionally presented a defined set of investment paths for financial advisers, but in the modern era it’s a niche...

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....