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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #308 with Alec Cutler from Orbis Investments

Alec Cutler from Orbis Investments speaks to James Dunn from The Inside Network on investing in a changed world.

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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...

INSight #476 with Dion Hershan from Yarra Capital Management

Dion Hershan from Yarra Capital Management speaks to James Dunn from The Inside Network on blue chips vs broken chips.

Private markets' adviser pull: INSight #480 with Christian Ryan from FinCap

FinCap’s Christian Ryan explains growing adviser interest in private markets, from the search for alternative returns to the everyday tangibility of...

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.

Building wealth with commercial property with Chris Davitt and John Taylor from Dexus

In this episode, Dexus’ Chris Davitt and John Taylor join the show to unpack the role of direct commercial property in today’s adviser landscape. They...

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...

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...

The rise of private equity secondaries with Charlotte Morris

In this episode, host Laurence Parker-Brown sits down with Pantheon’s Charlotte Morris to unpack why private markets have surged, what secondaries bring to...