Sunday 18th October 2026
Centennial’s Alex Edwards says scarce land and rising construction costs constrain metro industrial supply, which positions existing asset owners to benefit from future rental growth.
While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...
Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.
Barwon’s Jonathan Pullin unpacks the ASIC Report 820 findings and what the guidance means as private credit becomes a portfolio staple.
Institutions already allocate between 20 and 40 percent to private assets but most private wealth clients sit at almost zero. Christian Ryan of FinCap makes...
In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...
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...
Is founder-led investing a genuine, repeatable edge, or just a story investors tell themselves? This episode makes the case that it is. The discussion with...
In this episode of Brilliant Investment Thinkers, Lachlan Maddock sits down with Tom Patrick from Barwon Investment Partners to discuss why healthcare has been...
