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Brilliant Investment Thinking by Advisers for Advisers.
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ESG in private equity with sustainable returns: INDepth with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management goes in-depth with Peter White from The Inside Network on ESG in private equity with sustainable returns.

 

Private credit due diligence: INDepth with David Dix from Thinktank

Thinktank’s David Dix on filling defensive portfolio gaps, three due diligence questions advisers should ask, and why private credit is emerging as a...

Making private markets work in adviser portfolios: INDepth with Christian Ryan OLY from FinCap

Christian Ryan OLY from FinCap goes in-depth to Laurence Parker-Brown from The Inside Network on making private markets work in adviser portfolios for our...

Investing in essential systems: INDepth with Nick Langley from ClearBridge

ClearBridge’s Nick Langley on why the efficiency paradigm that rewarded investors for 30 years is shifting, and what systems-led investing means for real...

Brazil, AI and deep value: INDepth with Caroline Cai from Pzena Investment Management

Caroline Cai of Pzena Investment Management explains how market volatility, mispriced IT services, and Brazilian stocks create compelling deep value...

Innovation and the future of HNW advice with Denis Orrock from Praemium

Returns are no longer what keeps HNW clients loyal. Praemium research shows 36 per cent of wealthy investors rank trust above everything else, and the gap...

Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...

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...

Defensive income for modern portfolios with Kazaur Rahman from Federated Hermes

In this episode of the Brilliant Investment Thinkers Podcast, the conversation with Kazaur Rahman from Federated Hermes explores how, amid rising correlations...