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Brilliant Investment Thinking by Advisers for Advisers.
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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 portfolios. From the supply-constrained world of marinas and pubs to the fast-evolving landscape of retail centres and specialist disability housing, Biggins reveals why Australia’s current real estate environment is one of the strongest he’s seen in his career. With stable rates, elevated construction costs curbing future supply, and strong cash-yielding opportunities across niche sectors, advisors are discovering compelling pathways to uncorrelated, mid-teen returns backed by hard assets, and guided by MA Financial’s hands-on operational expertise.

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Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

Fixed income in focus with Jessica Tan from S&P Dow Jones Indices

What do the benchmarks used to measure Australian fixed income actually tell us about the market? With Jessica Tan from S&P Dow Jones Indices, this episode...

Core, satellite and sequencing risk | INSight #489 with Andrew Wielandt from DP Wealth Advisory

In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...

Investing in essential systems: INDepth with Nick Langley from ClearBridge

ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...

From startup to global ambition: INDepth with Daniel Chersky and Craig Schweighoffer

York Street Brands needed growth capital without giving up control. Alceon’s hybrid solution made both possible. PodcastSpotify...

Passive indexes, active deployment: INSight #488 with Daniel Kelly from Viola Private Wealth

Daniel Kelly of Viola Private Wealth explains when passive makes the most sense, where active still earns its place, and how GDP, inflation, and retail...