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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #244 with John Woods from Australian Ethical

John Woods from Australian Ethical shares insights with Tahn Sharpe from The Inside Network on the difference between ethical investing and ESG investing.

 

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...

Core, satellite and sequencing risk: INSight #489 with Andrew Wielandt from DP Wealth Advisory

In a volatile environment, clients want predictable income more than excitement. Andrew Wielandt of DP Wealth Advisory, breaks down the core and satellite...

Why metro industrial wins conviction | INSight #501 with Alex Edwards from Centennial

Centennial’s Alex Edwards says land scarcity, a deeper tenant pool and the most active leasing market give metro industrial the firm’s highest...

Overweight Brazilian stocks: INSight #487 with Caroline Cai from Pzena Investment Management

High-quality franchise, clean balance sheet and a valuation compressed by temporary margin pressure. Caroline Cai of Pzena Investment Management explains why...

Super fund benchmarking with Ian Fryer from Chant West

Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and...

Integrating private assets into modern portfolios with Christian Ryan OLY from FinCap

Private markets are moving into the mainstream of wealth management. But knowing they belong in client portfolios and actually putting them there are two...

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...

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...