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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #290 with Adam Grotzinger from Neuberger Berman

Adam Grotzinger from Neuberger Berman shares insights with Laurence Parker-Brown on where they are headed in 2024.

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Elevated rates, strong income | INSight #496 with Lauren Ryan from Thinktank

Thinktank’s Lauren Ryan explains why elevated RBA cash rates are supporting a strong, reliable income stream from the firm’s pool of existing...

INSight #479 Breaking the Home Bias with Dion Hershan from Yarra Capital Management

Dion Hershan of Yarra Capital Management joins James Dunn from The Inside Network to explain why advisers must challenge clients’ home bias and address...

Hybrids are out and this market is booming: INSight #474 with Jessica Tan from S&P Dow Jones Indices

Jessica Tan of S&P Dow Jones Indices explains how key indices have expanded dramatically and why advisers should be paying close attention to this space...

AI is a headwind for now: INSight #486 with Caroline Cai from Pzena Investment Management

AI has made life harder for deep value investors. Caroline Cai of Pzena Investment Management argues valuation starting points still predict long term returns...

Unlocking social infrastructure’s investment potential with Cameron Brownjohn from Federation Asset Management

Lachlan Maddock talks to Cameron Brownjohn from Federation Asset Management about the firm’s latest buy and the growing opportunities for private equity...

Stability in a volatile world with Andrew McVeigh from Remara

In this episode, Andrew McVeigh of Remara joins Laurence Parker-Brown to unpack how private credit, especially securitised credit, can anchor portfolios with...

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 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...