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Brilliant Investment Thinking by Advisers for Advisers.
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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 opportunities today.

 

Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices unpacks the S&P ASX IBOX Fixed Interest Series and what surging kangaroo bond growth means for advisers.

Mid-market private equity wins on risk-reward: INDepth with Jack Wasserman from Pantheon

Jack Wasserman of Pantheon unpacks why mid-market buyouts consistently outperform on risk-reward, how GP-led secondaries have shed their dirty-word reputation,...

Smarter fixed income starts with better indices: INDepth with Jessica Tan from S&P Dow Jones Indices

Jessica Tan from S&P Dow Jones Indices goes in-depth with Laurence Parker-Brown from The Inside Network on smarter fixed income, starting with better...

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...

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...

SPIVA, persistence and active performance with Sue Lee from S&P Dow Jones Indices

In this episode, Sue Lee, head of APAC, index investments strategy at S&P Dow Jones Indices, examines what the SPIVA and Persistence scorecards reveal...

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...

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...