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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #288 with Ashley O'Connor from Invesco

Ashley O'Connor from Invesco shares insights with James Dunn from The Inside Network on what economic environment suits senior secured loans best.

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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.

Index investing in volatile markets: INSight #490 with Jan-Carl Plagge from Vanguard

Index investing keeps growing for two simple reasons: performance and cost. Jan-Carl Plagge, of Vanguard, explains why many active funds fail to beat their...

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...

INSight #471 with Sue Lee from S&P Dow Jones Indices

Sue Lee from S&P Dow Jones Indices shares insights with Laurence Parker-Brown from The Inside Network on the evidence on indices vs active.

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...

The new captains of capital with Mike Wright from Lonsec

Lonsec chief executive Mike Wright sits down with Tahn Sharpe to discuss the firm’s recent acquisition by GDG, how managed accounts have radically altered...

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...

Deep value in the AI shadow with Rakesh Bordia from Pzena Investment Management

Rakesh Bordia of Pzena Investment Management sets out the discipline behind deep value investing, and the judgement at its centre, distinguishing a sound...