INSight #292 with Adam Grotzinger from Neuberger Berman
Adam Grotzinger from Neuberger Berman shares insights with Laurence Parker-Brown on how to invest for resilient income streams.
INSight
Thursday 5th October 2023
Share
Filling the defensive income gap | INSight #493 with David Dix from Thinktank
With hybrids exiting and the 60/40 portfolio under pressure, Thinktank’s David Dix explains how advisers can rebuild the defensive income certainty...
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 #477 with Dion Hershan from Yarra Capital Management
Dion Hershan of Yarra Capital Management highlights mid‑caps as the market’s “sweet spot,” offering proven balance sheets and growth prospects without...
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...
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...
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...
The future of listed infrastructure with ClearBridge Investments portfolio manager Nick Langley
Lachlan Maddock talks to listed infrastructure pioneer Nick Langley about emerging themes in the asset class and how to get exposure to the sweeping net zero...
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...