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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #273 with Cameron Brownjohn from Federation Asset Management

Cameron Brownjohn from Federation Asset Management shares insights with Peter White from The Inside Network on the outlook for alternatives.

 

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.

Non-bank income at scale | INSight #494 with David Dix from Thinktank

With 20 years in non-bank lending and no missed interest payments, Thinktank’s David Dix explains what the firm brings to the wealth channel.

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...

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...

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...

Compliance matters with Sean Graham from Assured Support

Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for...

Unlocking the opportunity in private credit secondaries with Ed Goldstein from Coller Capital

In this episode, Ed Goldstein, partner and chief investment officer of Coller Credit Secondaries, joins Drew Meredith to unpack the fast-growing world of...

Private equity, systemic risk and the ASX becoming un-investable with Ross Barry from Roc Partners

Ross Barry has watched Australia’s largest superannuation funds grow into heavily regulated, increasingly siloed institutions, and his conclusion is that...