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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #233 with Andrew Lockhart from Metrics Credit Partners

Andrew Lockhart from Metrics Credit Partners shares insights with Peter White from The Inside Network on non-bank lenders at the riskier end of the private debt market.

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INSight #484 with Pzena's Caroline Cai on deep value's unfinished run

While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...

One blend that weathers any market: INSight #467 with Marc Jocum from Global X Australia

Marc Jocum of Global X Australia explains why blending GARP and dividend ETFs creates a resilient, low-maintenance allocation for almost any client portfolio.

INSight #468 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices speaks to Laurence Parker-Brown from The Inside Network on SPIVA for our INSight series.

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...

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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,...

Investment dynamism with Paul Saliba from SQM Research

Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees...

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...