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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #200 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on how private debt has performed in past inflationary markets.

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Volatility hides real opportunity: INSight #485 with Caroline Cai from Pzena Investment Management

AI dominates emerging market index returns but the real opportunity sits elsewhere. Caroline Cai of Pzena Investment Management targets businesses in pain...

Real estate credit: know where you sit on risk | INSight #397 with Jonathon Pullin from Barwon

Barwon’s Jonathon Pullin on why real estate credit spans a risk spectrum, and what advisers should ask before allocating client capital.

Digging into private credit: INSight #495 with Lauren Ryan from Thinktank

Thinktank ‘s Lauren Ryan outlines the key questions advisers should ask when evaluating a private credit investment, covering income stream sources, fund...

INSight #476 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...

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...

Global real estate: income and the contrarian case with David Kruth from Dexus

Global REITs have underperformed global shares for four straight years, the longest stretch in more than two decades, and David Kruth of Dexus argues that...

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...