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

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 iBoxx Fixed Interest Series and what surging kangaroo bond growth means for advisers.

Dividend and GARP as satellite plays: INDepth with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

S&P Dow Jones Indices’ Jason Ye and Global X’s Marc Jocum explain how blending dividend and GARP indices as satellite exposures achieves both...

One size does not fit all capital: INDepth with Daniel Chersky from Alceon

Most mid-market founders are left with cookie cutter options that do not fit. Daniel Chersky of Alceon unpacks how hybrid capital fills the gap and why...

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...

The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley

Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...

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...

Real returns from real assets with John Taylor from Dexus

John Taylor from Dexus outlines why commercial real estate demands a closer look from wholesale investors seeking real returns in a higher-rate environment. He...