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Brilliant Investment Thinking by Advisers for Advisers.
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INSight

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INSight #360 with Jonathon Pullin from Barwon Investment Partners

Jonathon Pullin from Barwon Investment Partners shares insights with Laurence Parker-Brown from The Inside Network on what the growth of non-bank lending means to advisers and their clients.

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The evolving income conversation: INSight #491 with Jonathan Tullob from Trellia Wealth Partners

Jonathan Tullob of Trellia Wealth Partners, explains why private credit and equity can underwhelm, what the phase-out of hybrids may mean for yield strategies,...

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...

INSight #484 with Pzena's Caroline Cai on deep value's unfinished run

While most equity markets have seen multiple expansion, deep value has not. Caroline Cai of Pzena Investment Management unpacks why that unchanged valuation...

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.

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...

Longevity, philosophy and the small cap edge with Tobias Bucks from Ausbil Investment Management

Ausbil Investment Management’s Tobias Bucks brings charm, original thinking and an unusual lens to global small cap investing, with a fascination for...

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...

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...