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Brilliant Investment Thinking by Advisers for Advisers.
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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 logistics infrastructure. The conversation covers the themes that have widened the opportunity set for income-focused investors, from e-commerce and automation through to defence spending, energy and the power and connectivity a modern tenant expects a building to carry over the life of its lease.

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AI, momentum and small cap winners with Katie Hudson from Yarra Capital Management

Australian small caps are being reshaped by artificial intelligence, higher interest rates and a sharp reassessment of growth companies. For long-term...

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 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...

Value traps and income conviction with Andrew Hamilton from Antares Capital

Australian investors tend to underestimate the role dividends play in long-term returns. Antares Capital’s Andrew Hamilton has spent more than two...

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....