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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #172 with Adam Grotzinger from Neuberger Berman

Adam Grotzinger from Neuberger Berman shares insights with James Dunn from The Inside Network on what the most exciting thing is about managing a global bond portfolio.

 

INSight #478 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the challenges ahead.

Building a bond index from scratch: INSight #473 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how market value-weighted bonds establish benchmarks and how customised client objectives dictate index...

INSight #477 with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...

INSight #480 with Christian Ryan from FinCap

Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on what’s driving adviser interest in private markets.

Protecting capital in the next market regime with Chris Wallis from Vaughan Nelson

In a shifting global landscape, Chris Wallis from Vaughan Nelson outlines how geopolitics, fiscal intervention, and structural change are shaping the new...

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...

Dividend, GARP and the adviser toolkit with Jason Ye from S&P Dow Jones Indices and Marc Jocum from Global X

In this episode, Jason Ye from S&P Dow Jones Indices explores the construction logic behind dividend and Growth at a Reasonable Price (GARP) benchmarks,...

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...