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Brilliant Investment Thinking by Advisers for Advisers.
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Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They explore how quality real assets can provide income, inflation protection and diversification at a time when retirees face volatility, higher living costs and the disappearance of hybrids. The discussion spans the characteristics of strong properties, tax-deferred income, valuation cycles, and why replacement-cost dynamics are creating an attractive entry point. They also examine the 40-year track record of the Dexus Wholesale Australian Property Fund, its diversified tenant base and its consistent distribution history, offering advisers practical insight into where property fits in modern portfolios.

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Founder-led investing with Joseph Ziller from Ziller Funds Management

Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...

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...

Real estate credit: know where you sit on risk | INSight #397 with Jonathan Pullin from Barwon

Barwon’s Jonathan Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital. PodcastSpotify...

Index investing in volatile markets: INSight #490 with Jan-Carl Plagge from Vanguard

Index investing keeps growing for two simple reasons: performance and cost. Jan-Carl Plagge, of Vanguard, explains why many active funds fail to beat their...

Private credit comes of age | INSight #396 with Jonathon Pullin from Barwon

Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple. PodcastSpotify...

Private credit secondary markets | INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon explains how private credit secondaries offer diversification, shorter duration, and a liquidity engine for advisers building...