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Brilliant Investment Thinking by Advisers for Advisers.
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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 their process, using self-awareness, behavioural controls, and a short seller’s mindset to interrogate every idea. This episode examines compounders versus improvers, the behavioural pitfalls in decision making, and why process transparency remains critical for adviser conviction.

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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...

Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap

Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...

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...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

One size does not fit all capital: INDepth with Daniel Chersky from Alceon

Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...

Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P DJI and Marc Jocum from Global X

S&P’s Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both growth and income...

INSight #481 with Christian Ryan from FinCap

Two risks stand between advisers and private asset allocations: understanding and liquidity. Christian Ryan of FinCap breaks down why getting both right is...

Hybrids are out and this market is booming: INSight #474 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how key indices have expanded dramatically and why advisers should be paying close attention to this space...