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Brilliant Investment Thinking by Advisers for Advisers.
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The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered the investment landscape and how the “new captains of capital” are wielding their influence

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Darwin, defence and the new industrial asset with Laurence Parisi from Trilogy Funds

Laurence Parisi, head of direct property at Trilogy Funds, joins James Dunn to trace industrial property’s move from plain sheds to technology-rich...

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 illusion of diversification with Alison Savas from Orbis Investments

Many investors believe exposure to several managers makes them diversified. Orbis Investments’ Alison Savas argues the reality is less comfortable. In...

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...

Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial

Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...

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....