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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #237 with Susan Kasser from Neuberger Berman

Susan Kasser from Neuberger Berman speaks with James Dunn from The Inside Network on how they assess the risk of an investment when applying ESG considerations.

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INSight #475 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on the ASX20 riddle.

Private markets' adviser pull: INSight #480 with Christian Ryan from FinCap

FinCap’s Christian Ryan explains growing adviser interest in private markets, from the search for alternative returns to the everyday tangibility of...

Dividend and GARP are built differently: INSight #464 with Jason Ye from S&P Dow Jones Indices

GARP and dividend indices look similar from the outside but work very differently. Jason Ye of S&P Dow Jones Indices breaks down the construction behind...

Three things make private assets work: INSight #483 with Christian Ryan from FinCap

Christian Ryan from FinCap speaks to Laurence Parker-Brown from The Inside Network on implementing private markets in client portfolios.

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...

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...

Unlocking real estate’s hidden gems with Julian Biggins from MA Financial

In the latest episode of Brilliant Investment Thinkers, MA Financial Co-CEO and founder Julian Biggins dives deep into the real assets reshaping...

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...