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Brilliant Investment Thinking by Advisers for Advisers.
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Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson

In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new market regime. Moving beyond the dominant AI narrative, he highlights where markets may be mispricing both risk and opportunity, from private credit vulnerabilities to disruptions in enterprise software. The episode provides advisers with a framework for navigating uncertainty while identifying durable sources of return within global equities.

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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...

Cycles, thematics and conviction in commercial property with Damian Collins from Westbridge Funds Management

In this episode of Brilliant Investment Thinkers Podcast, the conversation with Damian Collins from Westbridge Funds Management explores the increasing...

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...

Investment dynamism with Paul Saliba from SQM Research

Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...

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

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

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...