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Brilliant Investment Thinking by Advisers for Advisers.
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The great divergence: income, sectors and active management with Damian Collins from Westbridge Funds Management

In commercial property, the outcome of an asset is shaped long after the purchase. Damian Collins, Chairman of Westbridge Funds Management, explains why active management is never set and forget, drawing on examples where extending leases, funding targeted works, adding rentable space and engaging early with departing tenants have lifted returns for investors. He reflects on a year in which medical and industrial property led the way, considers why industrial's outsized gains may now moderate, and describes how a national sourcing network gives Westbridge an edge in a market still built on relationships. Looking ahead, he expects more buying opportunities as assets from the 2021 boom reach their natural realisation windows.

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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...

Advice pricing paradigms with Rob Jones from Peloton Partners

Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how...

Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management

Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...

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...

Location comes first, then tenants | INSight #503 with Alex Edwards from Centennial

Centennial’s Alex Edwards says good metro industrial combines location within 30 to 45 minutes of population, diversified tenants and leases that capture...

Existing owners gain from scarcity | INSight #502 with Alex Edwards from Centennial

Centennial’s Alex Edwards says scarce land and rising construction costs constrain metro industrial supply, which positions existing asset owners to benefit...

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....